Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Lefferts is a financial professional with Charles Schwab & CO., Inc. Taylor has a wide range of experience and holds multiple licenses. Taylor is currently registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to operate in 51 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
07/22/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 07/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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