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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor James Yaw is an investment advisor representative at Prime Capital Financial. Taylor has been in the securities industry since June 3, 2017. Taylor holds Series 6, 7TO, 63 and 66 securities licenses. Taylor also holds the Series SIE. Taylor has experience with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Prior to joining Prime Capital Financial, Taylor was associated with Cambridge Investment Research, Inc. in Joplin, MO and N.I.S. Financial Services, Inc. in Kansas City, MO.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
11/01/2022 - Present
Prime Capital Financial (Overland Park KS)
MO
09/04/2020 - 11/14/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Joplin MO)
MO
06/03/2017 - 09/08/2020
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 06/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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