Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Nolen Yionoulis is a financial advisor with Geneos Wealth Management, Inc., a registered investment advisor. Taylor has been in the financial industry since November 29, 2007. They hold a Series 7, Series 63, and Series 66 license and is registered in multiple states including Colorado, Texas, Arizona, California, Florida, Idaho, Kansas, Louisiana, New York, Ohio, and Virginia. Taylor works with individuals, corporations, charitable organizations, and high-net-worth individuals. Taylor's services include financial planning, portfolio management, educational seminars, and selection of other advisors.
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.
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.
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CO
08/16/2019 - Present
Geneos Wealth Management, Inc. (CENTENNIAL CO)
CO
11/29/2007 - 08/05/2015
CETERA ADVISOR NETWORKS LLC (CENTENNIAL CO)
BC
Issued 03/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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