Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Matthew Taylor is a financial advisor with Lincoln Financial Distributors, Inc. Steven has been in the industry since November 5, 2003, and is registered with the state of Pennsylvania. Steven is a Series 6, Series 26, and Series 63 licensed advisor. Steven was previously affiliated with PNC INVESTMENTS, WACHOVIA SECURITIES, LLC, and DELAWARE DISTRIBUTORS, L.P.
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.
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.
1
2
PA
06/16/2005 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
10/28/2004 - 06/08/2005
PNC INVESTMENTS (PITTSBURGH PA)
MO
04/04/2003 - 10/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
PA
06/18/2002 - 11/25/2002
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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