Unclaimed
Taylor Monsen is a financial professional with experience in the securities industry. Taylor is a registered representative with Fidelity Brokerage Services LLC, which offers a wide range of investment products and services. Taylor has passed the Series 7TO, SIE, and Series 63 exams and is licensed to conduct securities business in 53 states and Puerto Rico.
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.
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2
NH
10/19/2023 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 01/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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