Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Hart is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Taylor has been in the financial services industry since 2015 and is currently working at the Enid, Oklahoma branch office. Taylor holds Series 66, Series 7TO, and SIE licenses. Taylor is licensed to provide investment advice in Missouri, Oklahoma, and Pennsylvania. Taylor provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. In addition, Taylor works with the Raymond James Financial Services Inc, firm as a Branch Office Associate, where they spend more than 81 hours a month supporting the office.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OK
05/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (Enid OK)
BOTH
Issued 05/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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