Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Kavanaugh Stratton is a financial advisor who has been in the industry since 2014. Taylor is currently registered with Evercore Group LLC, where Taylor has been employed since 2021. Before joining Evercore Group LLC, Taylor was registered with BOFA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Taylor is licensed in 37 states and holds Series 63, SIE and Series 79 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.
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
07/30/2021 - Present
Evercore Group LLC (MENLO PARK CA)
CA
05/10/2019 - 06/29/2021
BOFA SECURITIES, INC. (PALO ALTO CA)
TX
09/08/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 09/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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