Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Taylor is a financial advisor with Citizens JMP Securities, LLC, a firm located in Charlotte, NC. Paul has been in the financial services industry since 2013 and holds the Series 79, Series 63 and SIE exams. Previously, Paul worked at Citizens Capital Markets, Wells Fargo Securities, LLC, and SunTrust Robinson Humphrey, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NC
08/01/2023 - Present
Citizens JMP Securities, LLC (CHARLOTTE NC)
NC
05/17/2021 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
07/11/2014 - 06/23/2017
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
10/31/2013 - 08/08/2014
SUNTRUST ROBINSON HUMPHREY, INC. (CHARLOTTE NC)
BC
Issued 05/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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