Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Andrew Taylor is a financial advisor with over 20 years of experience in the financial services industry. Taylor is currently registered with Cambridge Investment Research Advisors, Inc., a firm based in Fairfield, Iowa. Prior to joining Cambridge Investment Research Advisors, Inc. Taylor worked with Lincoln Financial Securities Corporation, NYLIFE Securities LLC, AIG Retirement Advisors, Inc., MML Investors Services, Inc., and Prudential Securities Incorporated. Taylor holds Series 7, Series 63, and Series 65 licenses and is registered in multiple states.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Frederick MD)
MD
07/02/2018 - 04/26/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (FREDERICK MD)
MD
03/27/2009 - 07/05/2018
NYLIFE SECURITIES LLC (FREDERICK MD)
MD
03/18/2004 - 03/18/2009
AIG RETIREMENT ADVISORS, INC. (LINTHICUM MD)
MA
08/23/2002 - 03/12/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/30/1999 - 01/10/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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