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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tod? Claim Your ProfileTod Morrison Taylor is a financial advisor with over 30 years of experience in the industry. Taylor currently works with LPL Financial LLC in Traverse City, MI. Taylor has a Series 7, Series 31, and Series 63 license, as well as the SIE exam. Taylor also holds the Chartered Financial Consultant designation. Prior to joining LPL Financial LLC, Taylor worked with American Express Financial Advisors Inc. and IDS Life Insurance Company. Taylor is registered with the following states: Arizona, California, Florida, Michigan, Montana, North Carolina, Ohio, Texas, Virginia, Washington and Wisconsin.
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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MI
01/08/2024 - Present
LPL Financial LLC (TRAVERSE CITY MI)
MN
07/28/1993 - 01/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1993 - 01/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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