Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kevin Taylor is an investment advisor representative registered with Mariner Wealth Advisors. Timothy is a veteran advisor, having started in the financial industry in 2001. Timothy has worked with several firms throughout their career including Commonwealth Financial Network, NFP Advisor Services, LLC, CS Capital Strategies Financial Group, Inc. and Intersecurities, Inc. Timothy is licensed in Colorado, Florida, Maine, Michigan and South Carolina. Timothy specializes in Retirement planning, College savings plans, Estate planning, Insurance, and Tax planning.
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.
Family office services
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/31/2021 - Present
Mariner Wealth (Orlando FL)
FL
08/20/2015 - 08/25/2021
COMMONWEALTH FINANCIAL NETWORK (Orlando FL)
FL
12/20/2007 - 08/21/2015
NFP ADVISOR SERVICES, LLC (ORLANDO FL)
FL
10/01/2004 - 12/20/2007
CS CAPITAL STRATEGIES FINANCIAL GROUP, INC. (ORLANDO FL)
FL
06/26/2002 - 10/13/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
03/14/2001 - 07/17/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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