Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Schumacher is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Taylor has been in the industry since May 2019 and has experience with Wells Fargo Clearing Services, LLC. Taylor is licensed in 19 states and holds the Series 7, Series 66 and SIE licenses. Taylor provides services to individuals and businesses, including portfolio management, pension consulting, educational seminars, selection of other advisors, and performance measurement reports. Taylor is based in Hilton Head Island, SC and is committed to providing clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
SC
10/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HILTON HEAD ISLAND SC)
SC
05/02/2019 - 07/15/2022
WELLS FARGO CLEARING SERVICES, LLC (HILTON HEAD ISLAND SC)
BOTH
Issued 07/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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