Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Dewey is an active investment advisor representative with Rockefeller Financial LLC. Taylor is registered with FINRA and holds licenses in Series 7TO, SIE, 63 and 65 exams. Taylor is licensed to provide investment advice in both Michigan and Texas. Previously, Taylor was registered as a broker-dealer with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC is a registered investment advisor with offices in New York, Grand Rapids and Chicago. They are also registered with the SEC and have approximately more than $50 billion in assets under management. The firm provides a variety of services to individuals, businesses, and institutions, including financial planning, pension consulting, and portfolio management.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
01/12/2024 - Present
Rockefeller Financial LLC (Grand Rapids MI)
MI
02/29/2020 - 01/16/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
IA
Issued 11/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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