Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Leary is a financial advisor and Investment Advisor Representative (IAR) with CS Planning Corp. located in Greenwood Village, CO. Taylor has over 10 years of experience in the financial services industry. Prior to joining CS Planning Corp., Taylor was an IAR for FORTA FINANCIAL GROUP, INC. and Edward Jones. Taylor has a Series 7, Series 66 and SIE licenses. Taylor holds the CERTIFIED FINANCIAL PLANNER™ designation and is also a licensed insurance producer.
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.
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
CO
11/02/2020 - Present
CS Planning Corp. (Greenwood Village CO)
CO
04/01/2011 - 11/16/2020
FORTA FINANCIAL GROUP, INC. (GREENWOOD VILLAGE CO)
CO
10/22/2009 - 02/10/2011
EDWARD JONES (VAIL CO)
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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