Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor McDermott is a financial advisor who has been working in the industry since August 2013. Taylor has both securities and investment advisory registrations and currently works with Raymond James Financial Services Advisors, Inc. based in Trinity, Florida. Taylor McDermott is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the Financial Industry Regulatory Authority (FINRA). Taylor McDermott is also a registered investment advisor representative (IAR) in Texas and Florida. In addition to their role at Raymond James, Taylor McDermott is the owner of May Wealth Advisors, LLC.
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
FL
03/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Trinity FL)
FL
08/12/2013 - 03/17/2021
WELLS FARGO CLEARING SERVICES, LLC (TRINITY FL)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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