Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor T. Taylor is an investment advisor representative at Accurate Wealth Management, LLC. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional who holds a Series 7 and Series 66 licenses. He has over 15 years of experience in the financial services industry, and his focus is on providing personalized financial planning services to individuals and families. Taylor is committed to helping clients achieve their financial goals through a comprehensive and tailored approach. He is also a licensed agent with Accurate Advisory Group, selling fixed annuities and Life Insurance. Trevor has previously worked at Raymond James & Associates, Inc, JHS Capital Advisors, LLC, Aegis Capital Corp, G.F. Investment Services, LLC, and InterVest International Equities Corporation.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
12/23/2021 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
04/26/2021 - 02/22/2024
AAG CAPITAL, INC (Sarasota FL)
FL
04/22/2019 - 09/04/2019
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Sarasota FL)
FL
06/15/2017 - 04/17/2019
G.F. INVESTMENT SERVICES, LLC (Sarasota FL)
FL
06/17/2015 - 06/15/2017
AEGIS CAPITAL CORP. (SARASOTA FL)
FL
07/08/2010 - 06/17/2015
JHS CAPITAL ADVISORS, LLC (SARASOTA FL)
FL
12/21/2007 - 07/13/2010
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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