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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Curtius is a financial advisor registered with Fidelity Personal AND Workplace Advisors in Brea, CA. Taylor is a Certified Financial Planner with over a decade of experience in the financial services industry. Before joining Fidelity, Taylor worked at Edward Jones, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Taylor is licensed in Arizona, California, Florida, Illinois, Nevada, New York, Texas, Utah and Washington. Taylor specializes in providing financial advice to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans.
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.
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
CA
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (BREA CA)
CA
10/28/2015 - 06/24/2021
EDWARD JONES (BREA CA)
CA
10/01/2012 - 10/07/2015
J.P. MORGAN SECURITIES LLC (HUNTINGTON BEACH CA)
CA
09/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
08/15/2011 - 07/17/2012
NYLIFE SECURITIES LLC (IRVINE CA)
BOTH
Issued 12/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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