Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Roberts Long is a financial professional with TIAA-CREF Individual & Institutional Services, LLC. Taylor has over 2 years of experience in the financial services industry. Taylor is a registered representative with FINRA and holds Series 6, 7, 63, and SIE licenses. Taylor is registered to provide investment advice in all 50 states and the District of Columbia. Taylor is located in Frisco, Texas and provides financial planning and investment management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
06/21/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 07/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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