Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Nicole Miller is a registered representative with LPL Financial LLC. Taylor has been in the industry since April 2021 and is licensed to offer investment advice in Texas. Taylor is a Series 66, Series 7 and SIE licensed professional. Taylor's experience includes working at Zion Bank - Amegy Bank since June 2014. LPL Financial LLC is a leading provider of financial advice and services to individuals, businesses, and institutions. The firm has over $50 billion in assets under management and has offices across the United States.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
11/03/2021 - Present
LPL Financial LLC (HOUSTON TX)
BOTH
Issued 11/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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