Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lyndon Taylor is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with International Assets Investment Management, LLC and has previously been registered with VOYA FINANCIAL ADVISORS, INC., MONY SECURITIES CORP., and PRUCO SECURITIES CORPORATION. Robert holds licenses for Series 6, 7, 63, and 65. Robert’s specializations include Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Robert is also an Instructor for the Society of Financial Awareness (SOFA) where provides free financial literacy seminars for employees and the public.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OK
03/08/2022 - Present
International Assets Investment Management, LLC (OKLAHOMA CITY OK)
OK
10/18/1995 - 08/16/2017
VOYA FINANCIAL ADVISORS, INC. (OKLAHOMA CITY OK)
NY
10/16/1991 - 09/21/1995
MONY SECURITIES CORP. (NEW YORK NY)
NJ
10/18/1985 - 11/16/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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