Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Noreen Taylor is a financial advisor associated with Raymond James & Associates, Inc.. Victoria Noreen Taylor has been working in the securities industry since March 3, 2015. Victoria Noreen Taylor has a Series 66 license, and also holds the SIE and Series 7 licenses. Victoria Noreen Taylor has been registered with Raymond James & Associates, Inc. since April 2021. Prior to working at Raymond James & Associates, Inc., Victoria Noreen Taylor worked at CETERA INVESTMENT SERVICES LLC and RAYMOND JAMES & ASSOCIATES, INC.. Victoria Noreen Taylor is currently registered with the state of Michigan and Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
11/12/2021 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
MI
02/15/2019 - 04/09/2021
CETERA INVESTMENT SERVICES LLC (Traverse City MI)
MI
03/22/2013 - 03/10/2017
RAYMOND JAMES & ASSOCIATES, INC. (TRAVERSE CITY MI)
BOTH
Issued 10/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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