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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kyle Taylor is a financial advisor with over 20 years of experience in the industry. Stephen currently works for Mariner Wealth. Stephen has been with Mariner Wealth since October 2021. Prior to joining Mariner Wealth, Stephen was a registered representative for COMMONWEALTH FINANCIAL NETWORK for six years. Stephen has a Series 6, 7, 63, 65 and 66 securities licenses. Stephen also has experience as an Investment Advisor Representative with NFP Advisor Services, LLC for seven years. Stephen is a registered representative in six states: Colorado, Delaware, Florida, Georgia, Michigan and Florida. Stephen is passionate about helping clients achieve their financial goals and providing them with the guidance they need to make informed decisions about their investments.
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.
Family office 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.
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2
FL
10/07/2021 - Present
Mariner Wealth (Orlando FL)
FL
08/20/2015 - 10/01/2021
COMMONWEALTH FINANCIAL NETWORK (Orlando FL)
FL
02/01/2008 - 08/21/2015
NFP ADVISOR SERVICES, LLC (ORLANDO FL)
FL
10/01/2004 - 02/04/2008
CS CAPITAL STRATEGIES FINANCIAL GROUP, INC. (ORLANDO FL)
FL
08/02/2002 - 10/13/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
09/17/2001 - 07/17/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
05/17/2001 - 09/13/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
10/01/2000 - 03/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/19/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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