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Thomas Taylor

Cetera Financial Specialists LLC

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About Thomas Taylor

Thomas Taylor is a financial advisor with Cetera Financial Specialists LLC in NEW HOLLAND, PA. Thomas is a licensed Series 63, Series 6TO, and SIE. He joined Cetera Financial Specialists LLC on December 12, 2019. Thomas is registered in Pennsylvania.

Firm Information

Thomas Taylor is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

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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Thomas Taylor’s Registration & Firm History

PA

12/12/2019 - Present

Cetera Financial Specialists LLC (NEW HOLLAND PA)

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Licenses & Designations

BC

Issued 02/22/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Taylor.
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