Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Mackenzie Hunter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Hunter holds a Series 7TO and SIE licenses, as well as a Series 66 license, and is registered in Georgia as a broker-dealer and an investment advisor representative. Hunter has been in the financial services industry since 2018 and has worked for several firms, including PNC Financial Services, Morgan Stanley, and AT&T Corporation. Hunter is a graduate of Howard University and has a background in business and finance. Hunter provides a range of financial services to individuals, businesses, and institutions, including portfolio management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
01/09/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
BOTH
Issued 01/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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