Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Reed is a financial advisor with Oppenheimer & Co. Inc. Taylor has been a financial advisor for over 20 years and has held previous positions at firms like Wedbush Securities, JMP Securities, and RBC Capital Markets. Taylor holds a Series 7, 55, 63, and 65 licenses. Taylor specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Taylor also provides financial planning, pension consulting, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/19/2024 - Present
Oppenheimer & Co. Inc. (SAN FRANCISCO CA)
CA
03/07/2023 - 11/14/2023
NYLIFE SECURITIES LLC (SAN FRANCISCO CA)
CA
10/13/2011 - 12/15/2015
WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)
CA
07/13/2009 - 09/08/2010
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
02/29/2008 - 05/08/2009
RBC CAPITAL MARKETS CORPORATION (SAN FRANCISCO CA)
CA
12/03/2004 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (SAN FRANCISCO CA)
MN
03/26/2002 - 10/18/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
04/23/2001 - 11/16/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CT
07/08/1999 - 04/23/2001
MCMAHAN SECURITIES CO. L.P. (GREENWICH CT)
NY
03/31/1999 - 07/02/1999
UTENDAHL CAPITAL PARTNERS, L.P. (NEW YORK NY)
CA
06/06/1998 - 03/31/1999
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
11/11/1993 - 04/27/1998
UBS SECURITIES LLC (NEW YORK NY)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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