Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharain? Claim Your ProfileSharain Lajuan Taylor is a financial advisor in DALLAS, TX, registered with SPC. Sharain Lajuan Taylor has been in the industry since 1988. Sharain Lajuan Taylor is also registered with WADDELL & REED, INC., BANC ONE SECURITIES CORPORATION, CHARLES SCHWAB & CO., INC., INVEST FINANCIAL CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UR FINANCIAL, INC., FIDELITY BROKERAGE SERVICES, INC., and FIDELITY DISTRIBUTORS CORPORATION. Sharain Lajuan Taylor has passed the Series 6, 7, 8, 63, and 66 exams. Sharain Lajuan Taylor has a total of 9 years of experience at SPC. Sharain Lajuan Taylor specializes in providing financial services to individuals, corporations, and charitable organizations. Sharain Lajuan Taylor also provides financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Consultation services
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.
Seminar attendance fees
1
2
TX
09/07/2011 - Present
SPC (DALLAS TX)
TX
10/07/2005 - 08/16/2011
WADDELL & REED, INC. (DALLAS TX)
IL
05/31/2002 - 09/30/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
12/24/1991 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
WI
10/31/1989 - 09/21/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
01/09/1989 - 10/05/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/22/1988 - 02/24/1989
UR FINANCIAL, INC.
NA
01/06/1987 - 06/09/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
08/15/1986 - 12/12/1986
FIDELITY DISTRIBUTORS CORPORATION
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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