Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R.? Claim Your ProfileR. James Taylor is a securities professional with over 6 years of experience in the financial industry. R. James Taylor is currently registered with Truist Securities, Inc. and is licensed to conduct business in 52 states and the District of Columbia. R. James Taylor is a Series 79, Series 63, and SIE licensed professional. Prior to joining Truist Securities, Inc., R. James Taylor worked at Presidio Merchant Partners LLC in Denver, CO.
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.
1
2
FL
02/05/2019 - Present
Truist Securities, Inc. (FORT LAUDERDALE FL)
CO
01/23/2017 - 01/07/2019
PRESIDIO MERCHANT PARTNERS LLC (DENVER CO)
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure R. Taylor is the right advisor for you? Invested Better is here to help.
