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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 Crawley is a financial advisor with Morgan Stanley. Crawley has been in the financial industry since 2006. Crawley holds a Series 66 and Series 63 license. Crawley is also a Registered Principal in securities and has passed the Series 9, Series 10, Series 30, Series 4, and Series 24 exams. Crawley is registered with FINRA and is licensed in 53 states and 2 jurisdictions, including Texas and Utah. Crawley works in the Sandy, Utah office. Crawley has previously worked with E*TRADE Securities LLC.
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.
Strategic management for diversified investment portfolios.
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.
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.
See schedule d miscellaneous
1
2
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
07/07/2006 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2022
Series 30 - NFA Branch Manager Examination
BC
Issued 02/24/2021
Series 4 - Registered Options Principal Examination
BC
Issued 06/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 3 - National Commodity Futures Examination
BC
Issued 06/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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