Unclaimed
Taylor Altheide is a financial advisor with Cetera Advisor Networks LLC. Taylor has over 35 years of experience in the financial services industry. Taylor holds the Series 6, 7, 24, and 63 licenses, as well as the SIE designation. Prior to joining Cetera Advisor Networks LLC, Taylor was employed with Walnut Street Securities, Inc., MONY Securities Corp., and The Mutual Life Insurance Company of New York. Taylor is registered to offer securities and investment advice in Georgia, Illinois, Indiana, Kentucky, New York, North Carolina, Ohio, and Tennessee.
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.
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.
1
2
IN
09/03/2013 - Present
Cetera Advisor Networks LLC (NEWBURGH IN)
IN
04/02/1996 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEWBURGH IN)
NY
10/25/1995 - 12/22/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
11/25/1987 - 10/06/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
11/25/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
03/25/1985 - 12/20/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 03/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Taylor Altheide is the right advisor for you? Invested Better is here to help.