Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Zavaughn Ally is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been active in the industry since March 28, 2022. Taylor Zavaughn Ally is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor representative. Taylor Zavaughn Ally has passed the Series 66, Series 7TO and SIE exams. Taylor Zavaughn Ally specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, investment companies, pension and profit sharing plans, state or municipal government entities and other clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
06/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
NY
10/30/2020 - 11/13/2020
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
BOTH
Issued 06/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Taylor Ally is the right advisor for you? Invested Better is here to help.
