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 Stone is a financial advisor who has been working in the industry since 2012. Taylor is currently registered with Pensionmark Securities, LLC. Taylor is licensed to sell securities in California. Taylor has passed the Series 6, Series 63 and SIE exams. Previously, Taylor worked at CAPFINANCIAL SECURITIES, LLC. and LPL Financial LLC.
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.
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CA
09/01/2017 - Present
Pensionmark Securities, LLC (Santa Barbara CA)
CA
06/12/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Santa Barbara CA)
CA
10/03/2012 - 05/21/2015
LPL FINANCIAL LLC (SANTA BARBARA CA)
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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