Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Gerard is a registered investment advisor representative with First Trust Advisors LP. Taylor is located in Wheaton, IL and has been working in the financial services industry since 2023. Taylor currently holds a Series 66, Series 7TO and SIE licenses and is registered in Illinois. The advisor's firm, First Trust Advisors LP, is located in Wheaton, IL and manages over $210 billion in assets under management.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
10/06/2023 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 08/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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