Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Douglas Warren is a financial advisor with Raymond James Financial Services Advisors, Inc. Taylor has been working in the financial services industry since 2019. Taylor holds the Series 63, Series 65, Series 7TO, and SIE licenses and is registered in the state of Virginia. Taylor is a Certified Financial Planner. Taylor is also associated with Concentric Wealth Partners.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
03/02/2021 - Present
Raymond James Financial Services Advisors, Inc. (Glen Allen VA)
VA
03/20/2019 - 03/02/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
VA
02/12/2021 - 02/12/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Glen Allen VA)
BC
Issued 05/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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