Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Dale Taylor is an investment advisor representative currently registered with TIAA-CREF Individual & Institutional Services, LLC. Travis Dale Taylor has been in the industry since September 12, 2011. Travis Dale Taylor is also registered with the state of North Carolina. Previously, Travis Dale Taylor was associated with VANGUARD MARKETING CORPORATION. Travis Dale Taylor holds the Series 7, Series 63, and Series 66 licenses.
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.
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.
Compensation from affiliates
1
2
NC
07/19/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
09/12/2011 - 06/26/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 07/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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