Unclaimed
Timothy A. Taylor is a financial advisor with Santander Securities LLC. Timothy joined the firm in November 2018 and has 6 years of experience in the financial services industry. Timothy holds Series 6 and Series 63 licenses and the SIE Exam. He is registered in New Jersey. Timothy specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Prior to joining Santander Securities, Timothy worked at NYLIFE Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/13/2018 - Present
Santander Securities LLC (Skillman NJ)
OH
08/20/2013 - 04/07/2015
NYLIFE SECURITIES LLC (SEVEN HILLS OH)
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/07/2015
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Timothy Taylor is the right advisor for you? Invested Better is here to help.