Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Massa is a financial advisor with Private Advisor Group, LLC. Taylor has been working in the financial industry since 2019. Taylor holds the Series 7TO, Series 66 and SIE securities licenses and is registered to provide investment advice in Michigan. Prior to joining Private Advisor Group, LLC, Taylor worked for Securian Financial Services, Inc. and Wealth Strategies Financial Group. Taylor's experience includes helping individuals and businesses with their financial planning needs. Taylor also provides services such as portfolio management and investment advisory services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
MI
02/04/2022 - Present
Private Advisor Group, LLC (ST JOHNS MI)
MI
05/07/2019 - 02/01/2022
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
BOTH
Issued 07/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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