Unclaimed
Taylor Snider is an investment advisor representative with Integrity Financial Corp., where Taylor is registered in California, Texas, and Wyoming. Taylor has been in the financial services industry since 2018 and has experience with Centaurus Financial, Inc. Taylor holds the Series 66, SIE, and Series 7 securities licenses. Taylor specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Taylor's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/13/2023 - Present
Integrity Financial Corp. (Malibu CA)
CA
08/23/2018 - 12/31/2020
CENTAURUS FINANCIAL, INC. (SANTA BARBARA CA)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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