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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paxton? Claim Your ProfilePaxton Jeffery Taylor is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. Paxton Jeffery Taylor is a licensed advisor and is also registered to provide investment advice in the state of Missouri. Paxton Jeffery Taylor has been in the industry for 15 years and is registered with the state of Missouri as a Registered Investment Advisor, and Texas as a Registered Investment Advisor. Paxton Jeffery Taylor is also registered with FINRA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
07/12/2012 - Present
Raymond James Financial Services Advisors, Inc. (BLUE SPRINGS MO)
MO
03/08/2007 - 05/04/2012
EDWARD JONES (LEES SUMMIT MO)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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