Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Oconnell is a registered representative with Eagle Strategies LLC. Taylor has been in the financial services industry for a short period of time and is actively pursuing a career as a financial professional. Taylor has a strong background in sales and customer service and is eager to help clients achieve their financial goals. Taylor has been working with New York Life Insurance Company and NYLIFE Securities LLC as well as Eagle Strategies LLC. Taylor holds several licenses, including the Series 63, 66, and 7TO. Taylor is committed to providing clients with personalized financial advice and guidance. Taylor is a highly motivated and driven individual with a strong work ethic. Taylor is passionate about helping clients achieve their financial goals and is committed to providing them with the best possible service.
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.
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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OH
03/28/2024 - Present
Eagle Strategies LLC (PERRYSBURG OH)
BOTH
Issued 3/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 7/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 5/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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