Unclaimed
Taylor Dodge is a financial advisor with Bessemer Investor Services, Inc. in West Palm Beach, FL. Taylor has been in the industry since 2014 and has experience in the financial services industry. Taylor has passed the Series 7, Series 66, and SIE exams. Taylor is registered to provide securities services in Florida and New York. Prior to joining Bessemer Investor Services, Inc., Taylor worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and Securities Service Network, Inc.
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.
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.
1
2
FL
10/28/2022 - Present
Bessemer Investor Services, Inc. (WEST PALM BEACH FL)
FL
09/24/2020 - 06/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
NY
06/08/2015 - 09/09/2020
MORGAN STANLEY (PURCHASE NY)
CT
10/14/2013 - 04/23/2015
SECURITIES SERVICE NETWORK, INC. (GLASTONBURY CT)
BOTH
Issued 03/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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