Unclaimed
Taylan Tantoglu is a financial advisor with over 2 years of experience in the industry. Taylan is currently registered with LPL Enterprise, LLC and has a branch office located in Paramus, New Jersey. Taylan is also registered as an Investment Advisor Representative and is currently registered with the state of New York. Prior to joining LPL Enterprise, LLC, Taylan was employed by NYLIFE Securities LLC. Taylan holds a Series 63, Series 65, and Series 6TO securities licenses, as well as the SIE. Taylan has experience working with individuals, businesses and corporations. They offer a wide variety of financial services, including financial planning, consulting, portfolio management, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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
NJ
11/14/2024 - Present
LPL Enterprise, LLC (PARAMUS NJ)
NY
04/05/2021 - 04/06/2022
NYLIFE SECURITIES LLC (MELVILLE NY)
IA
Issued 06/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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