Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor McClish is a financial advisor currently registered with LPL Financial LLC. Taylor is a registered representative with both BrokerCheck and Investment Advisor Check, has been in the industry since May 2012 and has been with LPL Financial LLC since May 2022. Taylor has a total of 17 state registrations as an investment advisor representative and 2 state registrations as an investment advisor. Taylor holds the Series 6, 7 and 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.
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.
Consulting and other non-discretionary advisory services
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
OR
11/06/2023 - Present
LPL Financial LLC (PORTLAND OR)
OR
12/09/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PORTLAND OR)
OR
10/31/2013 - 11/24/2014
CUSO FINANCIAL SERVICES, L.P. (OREGON CITY OR)
WA
10/01/2012 - 10/30/2013
J.P. MORGAN SECURITIES LLC (VANCOUVER WA)
WA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VANCOUVER WA)
BOTH
Issued 05/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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