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Taylor Stonely

National Financial Services LLC

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About Taylor Stonely

Taylor Stonely is a financial advisor with over 15 years of experience in the financial services industry. Taylor currently works at National Financial Services LLC, where Taylor has been since June 2022. Previously, Taylor worked at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Taylor has a strong track record of success in helping clients achieve their financial goals. Taylor is committed to providing personalized financial advice and guidance to help each client reach their full potential.

Firm Information

Taylor Stonely is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Taylor Stonely’s Registration & Firm History

TX

06/28/2022 - Present

National Financial Services LLC (WESTLAKE TX)

TX

03/02/2021 - 05/04/2022

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

12/05/2018 - 03/03/2021

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

01/17/2007 - 08/13/2018

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

09/11/2001 - 10/05/2001

ECKARD INVESTMENT SERVICES, INC. (BOERNE TX)

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Licenses & Designations

BC

Issued 12/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/12/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/10/2001

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Stonely.
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