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 Miller is a financial advisor with Fidelity Personal and Workplace Advisors. Taylor has been in the financial industry since 2018 and is registered to offer investment advice in 52 states and the District of Columbia. Taylor holds Series 6, 7TO, 63, and 66 licenses. Taylor has a strong background in financial planning and portfolio management. Taylor works with individuals, families, and businesses to help them achieve their 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.
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.
1
2
UT
02/21/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
01/02/2018 - 07/17/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (LAYTON UT)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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