Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Joel Wood is a registered representative with Charles Schwab & CO., Inc. in Westlake, TX. Taylor has been working in the financial industry since 2016 and holds several licenses and certifications. Taylor is registered to offer financial advice and services in Texas and other states. They also hold the Series 7TO, Series 9, Series 10, and Series 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
03/14/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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