Unclaimed
Taylor Davis is a financial professional with over 4 years of experience in the securities industry. Taylor is currently registered with Robinhood Financial, LLC, a brokerage firm. In their previous roles, Taylor worked with firms like Fidelity Brokerage Services LLC and Apex Clearing Corporation. Taylor has a broad range of experience, with registrations in 53 states and territories. Taylor holds various licenses, including Series 7TO, Series 9, Series 10, and Series 63.
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
FL
11/09/2023 - Present
Robinhood Financial, LLC (Lake Mary FL)
TX
08/21/2023 - 10/31/2023
APEX CLEARING CORPORATION (DALLAS TX)
TX
01/27/2021 - 06/30/2023
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
05/31/2019 - 12/21/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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