Unclaimed
Taylor Collins is a financial professional with over 15 years of experience in the industry. Taylor currently works at MML Investors Services, LLC, where Taylor is registered as a Registered Representative. Taylor is also a licensed agent for Collins Advisory Inc, where Taylor serves as the president. Taylor specializes in providing financial services, insurance and investment advice to individuals, corporations, trusts, charitable organizations and pension and profit-sharing plans. Taylor holds a Series 7, Series 63 and SIE licenses. Taylor's expertise extends beyond portfolio management, with experience in financial planning, asset allocation programs, 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
12/19/2006 - 01/09/2007
AXA ADVISORS, LLC (ROCHESTER NY)
BC
Issued 08/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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