Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor McBath is a registered investment advisor representative with Cetera Investment Advisers LLC. Taylor has been in the financial services industry for more than 8 years. Taylor has a Series 7 license and is also licensed in Tennessee, Texas, Mississippi, Illinois, New York and North Carolina. Previously, Taylor worked at Fifth Third Securities, Inc., SunTrust Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cetera Investment Advisers LLC provides investment advice to individuals, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and banking or thrift institutions.
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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2
TN
03/28/2024 - Present
Cetera Investment Advisers LLC (MT JULIET TN)
TN
10/10/2019 - 11/04/2020
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
TN
08/25/2017 - 09/10/2019
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
FL
10/02/2015 - 08/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MAITLAND FL)
BOTH
Issued 11/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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