Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Renee Escher is a registered representative with Citigroup Global Markets Inc. in Tampa, Florida. Taylor has been in the financial industry since 2017. Taylor holds Series 6, 7, 24, 31, 63, and 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Taylor has been a registered investment advisor representative since 2023. Previously, Taylor was employed with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. in St. Petersburg, Florida.
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.
Asset allocation advice
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.
1
2
FL
01/10/2023 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
03/22/2018 - 12/21/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/22/2018 - 12/21/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
05/03/2017 - 03/20/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/11/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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