Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Dean Lee is an investment advisor representative with Coppell Advisory Solutions LLC. Taylor has been in the financial services industry since 2014 and holds the Series 6, 7, 63, and 66 licenses. Taylor is also a Certified Financial Planner. Prior to joining Coppell Advisory Solutions LLC, Taylor worked at VOYA INVESTMENTS DISTRIBUTOR, LLC and Preferred Capital Securities, LLC. Taylor specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Taylor is registered with the state of North Carolina.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/22/2023 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
GA
05/26/2020 - 06/10/2022
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
12/27/2018 - 05/11/2020
PREFERRED CAPITAL SECURITIES, LLC (Atlanta GA)
TN
04/26/2014 - 02/08/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BOTH
Issued 08/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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