Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Leigh Palmer is a registered investment advisor representative at Argentarii, LLC. Taylor has been in the industry since 2018 and has a Series 7TO, Series 66 and SIE. Taylor has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Argentarii, LLC is a financial advisor firm that focuses on portfolio management for individuals, businesses, and pension consulting. Argentarii, LLC specializes in working with high net worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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OH
08/27/2024 - Present
Argentarii, LLC (CINCINNATI OH)
OH
09/09/2019 - 07/23/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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