Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor James elroy Elliott is a registered investment advisor representative with Captrust. Taylor has been in the financial services industry since September 2015. Taylor holds Series 7, 9, 10, 66, and SIE licenses. Taylor has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Taylor is a highly experienced advisor who can help you meet your financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/24/2021 - Present
Captrust (Sacramento CA)
CA
07/28/2015 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)
BOTH
Issued 08/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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