Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Marshall Taylor is a financial advisor currently registered with Fidelity Personal AND Workplace Advisors. Shaun has been in the financial services industry since January 2013 and has a broad range of experience, having worked for a variety of firms including JPMorgan Securities LLC, NYLIFE Securities LLC, Frost Brokerage Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shaun specializes in working with high-net-worth individuals, businesses, and pension and profit-sharing plans. Shaun is licensed to offer financial advice and products in over 50 states and the District of Columbia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/09/2021 - Present
Fidelity Personal AND Workplace Advisors (TOMBALL TX)
TX
09/19/2019 - 03/30/2020
FROST BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
01/09/2019 - 02/21/2019
J.P. MORGAN SECURITIES LLC (Houston TX)
TX
09/19/2013 - 11/30/2018
NYLIFE SECURITIES LLC (HOUSTON TX)
TX
10/07/2011 - 01/18/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/28/2008 - 12/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/19/2007 - 11/29/2007
CHASE INVESTMENT SERVICES CORP. (KLEIN TX)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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