Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Taylor is a financial advisor with Synovus Securities, Inc. Stephen has been working in the financial industry since 2005. Stephen is registered with the Securities and Exchange Commission (SEC) and holds a Series 7 and Series 66 license. Stephen also holds the Certified Financial Planner designation. Stephen has experience providing financial advice to individuals, corporations, and charitable organizations. Stephen is located in Birmingham, Alabama and is licensed to provide financial advice in 24 states and the District of Columbia. Stephen is committed to helping clients 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.
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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
03/14/2022 - Present
Synovus Securities, Inc. (BIRMINGHAM AL)
AL
02/13/2013 - 08/13/2015
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
04/28/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
08/24/2005 - 03/24/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/24/2005 - 03/24/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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