Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Thompson is a financial advisor with Schwab Wealth Advisory, Inc. Taylor has been in the industry since 2013 and is registered with the state of Arizona. Taylor provides financial planning, portfolio management for 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/30/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
08/20/2021 - 01/24/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
WA
06/12/2013 - 06/22/2021
CHARLES SCHWAB & CO., INC. (Tacoma WA)
BOTH
Issued 03/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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