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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Brown Youmans is a financial advisor at UBS Financial Services Inc., where they have been employed since August 2015. Taylor has been actively involved in the financial services industry since August 2011, providing advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Taylor holds the Series 7 and Series 66 licenses, demonstrating their expertise in securities trading and investment advisory services. Taylor has been registered with the Financial Industry Regulatory Authority (FINRA) since August 2011, demonstrating their commitment to ethical and professional standards in the financial industry. Taylor is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative, further illustrating their commitment to providing clients with comprehensive financial advice. Taylor is a member of several organizations including the Leukemia and Lymphoma Society, the YMCA of SHR, and the City of Chesapeake Chamber of Commerce.
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.
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.
See schedule d - miscellaneous
1
2
VA
08/21/2015 - Present
UBS Financial Services Inc. (NORFOLK VA)
VA
08/05/2011 - 08/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
BOTH
Issued 08/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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