Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Medina is a financial advisor with over 7 years of experience in the industry. Taylor is registered with the state of California as a broker and has a Series 7, Series 6, and Series 63 license. Taylor specializes in financial planning, portfolio management for individuals, and selection of other advisors. Taylor currently works at United Planners' Financial Services Of America A Limited Partner, where Taylor has been since 2017. Previously, Taylor worked at NATIONAL PLANNING CORPORATION and PLANMEMBER SECURITIES CORPORATION.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/10/2017 - Present
United Planners' Financial Services OF America A Limited Partner (THOUSAND OAKS CA)
CA
01/28/2015 - 04/24/2017
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
05/28/2010 - 01/29/2015
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 12/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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