Unclaimed
Taylor Watts is a financial advisor who has been in the industry since August 16, 2017. Taylor is currently registered with Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Taylor is also a Registered Representative and Investment Advisor Representative for Wealth Enhancement Group. Taylor has previously worked for CETERA ADVISOR NETWORKS LLC and Carroll Financial. Taylor holds the Series 66, 7, and 24 licenses and is a Certified Financial Planner. Taylor provides financial planning and investment advisory services to individuals, families, 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NC
08/17/2017 - 12/02/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
BOTH
Issued 09/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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