Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Taylor is a financial advisor who has been working in the industry since 1995. Robert is registered with Raymond James Financial Services Advisors, Inc. in Indiana and Texas. Before that, Robert was also registered with Raymond James & Associates, Inc. and Edward Jones. Robert has a strong background in financial planning and portfolio management, offering a wide range of services to individuals, businesses, and institutions. Robert has a number of professional designations, including the Chartered Financial Consultant.
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
IN
12/13/2016 - Present
Raymond James Financial Services Advisors, Inc. (HARTFORD CITY IN)
IN
09/18/2003 - 05/04/2009
RAYMOND JAMES & ASSOCIATES, INC. (HARTFORD CITY IN)
MO
06/07/1995 - 09/18/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Taylor is the right advisor for you? Invested Better is here to help.
