Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Taylor is a financial advisor with Empower Advisory Group, LLC. William has over 25 years of experience in the financial industry. He is a registered representative in Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, Rhode Island, and West Virginia. He also holds the Series 6, 7, 24, 26, 63 and 65 securities licenses. He is dedicated to providing customized financial advice to individuals and families. William's previous experience includes working with Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and Putnam Mutual Funds Corp.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
10/28/2020 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
03/07/2007 - 04/06/2020
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
11/20/1995 - 02/26/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MA
07/13/1995 - 11/06/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 10/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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