Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Brownlee Jessie is a financial advisor registered with Raymond James & Associates, Inc. Taylor has been a financial advisor for 8 years. Taylor is registered with the state of Kentucky and has Series 7 and Series 66 licenses. Taylor holds a SIE license. In addition to their role as a financial advisor, Taylor is also a consultant for Rodan & Fields. Taylor has a history of working with clients in the Louisville, Kentucky area. Taylor's previous employment includes Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Clients have included corporations, businesses, individuals, insurance companies, charitable organizations, and pension and profit sharing plans. Clients should contact Taylor if they are interested in financial planning 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.
Please see note in schedule d - miscellaneous
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.
1
2
KY
11/18/2021 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
08/09/2013 - 10/25/2021
WELLS FARGO CLEARING SERVICES, LLC (LOUISVILLE KY)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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