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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Morales is a financial advisor registered with Avantax Advisory Services. Taylor is based in DALLAS, TX and has been in the financial services industry since 2014. Taylor is a Certified Financial Planner (CFP) and holds Series 7, 66, and SIE licenses. Taylor works with individuals, families, and small businesses to help them achieve their financial goals. Prior to working with Avantax, Taylor was employed with HD Vest Investment Services. In addition to their role at Avantax Advisory Services, Taylor is also employed with Couto DeFranco, P.A. and is a licensed insurance agent. Taylor's experience and expertise make them a valuable resource for clients looking for financial guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/24/2020 - Present
Avantax Advisory Services (DALLAS TX)
NJ
06/02/2014 - 12/02/2015
HD VEST INVESTMENT SERVICES (WEST ORANGE NJ)
BOTH
Issued 11/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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