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Taylor Rae Mavrakos

MFP Financial Services

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About Taylor Rae Mavrakos

Taylor Rae Mavrakos is an active investment advisor representative with MFP Financial Services in SAFETY HARBOR, FL. Taylor has been in the industry since 2015. Taylor has passed the Series 66, Series 7, and SIE exams. Taylor is registered with the state of Florida and Texas. Taylor also works with Independent Advisor Alliance, LLC in a hybrid advisor role. Taylor provides investment advisory services to individuals and institutions. Taylor specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Taylor Mavrakos is currently registered with MFP Financial Services. MFP Financial Services is a registered investment advisor located in SAFETY HARBOR, FL. The firm has 3 licensed agents, 3 investment advisor representatives, 2 registered representatives, and 3 investment advisory functions. MFP Financial Services manages approximately $314.1 million in regulatory assets for 1,314 accounts. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors services. MFP Financial Services serves individuals other than high-net-worth, high-net-worth individuals, and pension and profit-sharing plans. The firm participates in a wrap fee program.
MFP Financial Services

335 NINTH AVE. S.

SAFETY HARBOR, FL 34695

$314.10M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Taylor Mavrakos’s Registration & Firm History

FL

08/02/2024 - Present

MFP Financial Services (SAFETY HARBOR FL)

NJ

08/17/2015 - 01/04/2016

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 10/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Rae Mavrakos.
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