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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 Joseph Parrillo is a financial advisor with Cetera Investment Advisers LLC. Taylor Joseph Parrillo has been in the industry since 2019 and holds a Series 66 license and a Series 7 license. Taylor Joseph Parrillo is also registered as an Investment Advisor Representative in the state of California and Texas. In addition to their work with Cetera Investment Advisers LLC, Taylor Joseph Parrillo also serves on the advisory board of the University of California, Riverside and manages a rental property. Taylor Joseph Parrillo has experience working with a variety of clients including individuals, businesses, and charitable organizations.
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.
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.
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2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
02/04/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 2/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/4/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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