Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Kay Taylor is a financial advisor with over 20 years of experience in the financial services industry. Currently registered with LPL Financial LLC, Tina has previously held positions with Raymond James Financial Services, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., Conseco Securities, Inc., Trans Financial Investment Services, Inc., and PFS Investments Inc. Tina holds both Series 63 and Series 66 securities licenses and Series 7 and SIE registrations. Tina is committed to helping individuals, families, and businesses achieve their financial goals through personalized financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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KY
05/05/2016 - Present
LPL Financial LLC (BOWLING GREEN KY)
KY
09/15/2003 - 03/18/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOWLING GREEN KY)
KY
11/08/1999 - 09/12/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IN
08/12/1998 - 11/08/1999
CONSECO SECURITIES, INC. (CARMEL IN)
TN
03/19/1998 - 11/09/1998
TRANS FINANCIAL INVESTMENT SERVICES, INC. (NASHVILLE TN)
GA
03/19/1998 - 05/05/1998
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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