Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard Taylor is a financial advisor with over 20 years of experience in the financial services industry. William has been registered with Pruco Securities, LLC since June 2003. William has a strong background in financial planning, portfolio management, and investment advisory services. William holds a variety of licenses and certifications, including Series 7, Series 66, and Series 26. William is a Certified Financial Planner™ and a Chartered Financial Consultant. William is also registered as an Investment Advisor Representative in Oklahoma and Texas. William has a strong commitment to helping clients achieve their financial goals.
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.
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Compensation from lpl enterprise, llc
1
2
TX
10/24/2008 - Present
Pruco Securities, LLC (HOUSTON TX)
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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