Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Hartsell Freeman is a financial advisor who has been in the industry since September 1997. Currently, Taylor is registered with Osaic Wealth, Inc. and has been working with them since September 2023. Prior to that, Taylor worked with SAGEPOINT FINANCIAL, INC., NEXT FINANCIAL GROUP, INC. and AIG FINANCIAL ADVISORS, INC. Taylor provides advisory services to individuals, businesses, and organizations. They are experienced in financial planning, pension consulting, and portfolio management. Taylor has earned the Series 7, Series 24, Series 63, and Series 65 licenses.
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.
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
NC
09/01/2023 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
04/01/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RALEIGH NC)
NC
12/12/2008 - 04/05/2011
NEXT FINANCIAL GROUP, INC. (RALEIGH NC)
NC
10/31/2005 - 12/16/2008
AIG FINANCIAL ADVISORS, INC. (RALEIGH NC)
AZ
07/15/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
09/29/1997 - 07/14/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/29/1997 - 07/14/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 08/02/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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