Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Kalyn Savka is an investment advisor representative at J. W. Cole Advisors, Inc. based in Tampa, Florida. Taylor has been in the industry since 2015, Taylor previously worked for Invest Financial Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Taylor holds the following licenses: Series 66, Series 24, SIE, and Series 7. Taylor specializes in investment advisory services, including financial planning, educational seminars, portfolio management, and selection of other advisers. J. W. Cole Advisors, Inc. is an independent investment advisory firm, and their advisory services are available to a wide range of clients, including individuals, corporations, and charities.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
03/28/2018 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
03/09/2016 - 03/19/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
01/20/2015 - 02/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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