Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Bennett is a financial advisor who has been in the industry since November 4, 2018. Taylor is registered with the state of Oklahoma and holds Series 63, Series 65, Series 7TO, and SIE licenses. Taylor is currently employed at Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma. Taylor provides a range of financial services including financial planning, portfolio management, and investment advisory services.
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
OK
05/11/2020 - Present
Raymond James Financial Services Advisors, Inc. (Tulsa OK)
BC
Issued 12/06/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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