Unclaimed
Regina Taylor is a financial advisor with over 18 years of experience. Regina is registered with U.S. Bancorp Investments, Inc. and is based in Columbus, OH. Regina specializes in retirement planning, mutual funds, stocks, bonds, and options. Regina also has experience in insurance, and has held registrations with several other firms including PRUCO Securities, LLC., Chase Investment Services Corp., and J.P. Morgan Securities 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
06/06/2016 - Present
U.s. Bancorp Investments, Inc. (Columbus OH)
OH
10/07/2010 - 06/03/2016
PRUCO SECURITIES, LLC. (COLUMBUS OH)
OH
07/22/2005 - 09/22/2010
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
10/01/2008 - 04/01/2009
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
05/04/2006 - 07/01/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
OH
03/03/2006 - 05/02/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
IL
12/19/2003 - 09/13/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
09/05/2003 - 10/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/05/2003 - 10/06/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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