Unclaimed
Robert Michael Taylor is a financial professional with over 20 years of experience in the industry. Robert has a Series 7, Series 63, Series 31, and Series 6TO licenses. Currently, Robert is a registered representative with State Farm VP Management Corp. located in Springfield, MO. Robert has a history of working with clients in several states, including Arkansas, Louisiana, Mississippi, Missouri, Oklahoma, Tennessee, and Texas. Prior to his current role, Robert was a registered representative at MORGAN STANLEY DW INC. in Purchase, NY.
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
MO
08/26/2002 - Present
State Farm VP Management Corp. (SPRINGFIELD MO)
NY
03/05/2001 - 12/11/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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