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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stuart Taylor is a financial advisor with over 16 years of experience in the industry. Robert is currently registered with Commonwealth Financial Network in TEQUESTA, FL. Robert has held previous registrations with CAMBRIDGE INVESTMENT RESEARCH, INC. and VOYA FINANCIAL ADVISORS, INC. Robert has passed the Series 6, 7, 63, 65, and SIE exams. Robert's areas of specialization include retirement planning, estate planning, insurance, and college savings. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
FL
06/02/2017 - Present
Commonwealth Financial Network (TEQUESTA FL)
FL
09/16/2015 - 06/22/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOCA RATON FL)
FL
07/20/2006 - 09/29/2015
VOYA FINANCIAL ADVISORS, INC. (PALM BEACH GARDENS FL)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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