Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Barrows Dearden is a financial advisor with over 20 years of experience in the industry. Taylor is currently registered with Fidelity Personal And Workplace Advisors and has a branch office in Peoria, AZ and Layton, UT. Previously, Taylor worked with Fidelity Investments Institutional Services Company, Inc. in Smithfield, RI. Taylor holds several industry licenses, including Series 6, Series 7, and Series 63 as well as the SIE and Series 65 exams. Taylor offers a range of financial services including financial planning, portfolio management for businesses and individuals, educational seminars, and the selection of other advisors.
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.
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.
1
2
AZ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PEORIA AZ)
RI
04/08/1999 - 09/21/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 07/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Taylor Dearden is the right advisor for you? Invested Better is here to help.
