Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor M k Easley is a financial advisor with over 25 years of experience in the industry. Taylor is currently registered with Raymond James Financial Services Advisors, Inc. in Kailua Kona, HI. Taylor is also registered as an investment advisor in Texas and Washington. Before joining Raymond James, Taylor worked as a financial advisor at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in Kailua-Kona, HI, and also worked at Salomon Smith Barney Inc. in New York, NY. Taylor holds several professional designations, including Certified Financial Planner. Taylor's area of specialization includes Portfolio Management for Individuals and Businesses.
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
HI
06/30/2016 - Present
Raymond James Financial Services Advisors, Inc. (KAILUA KONA HI)
HI
04/02/2007 - 02/09/2009
MORGAN STANLEY & CO. INCORPORATED (KAILUA-KONA HI)
HI
12/13/2000 - 04/02/2007
MORGAN STANLEY DW INC. (KAILUA-KONA HI)
NY
09/18/1996 - 12/07/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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