Unclaimed
William Michael Taylor is a registered representative with Investment Network, Inc., which is an active Broker-Dealer and Investment Advisor. William has been working in the financial services industry since 1994. William currently holds Series 6, Series 63, and Series 65 licenses. William holds a specialization in fixed income, mutual funds, variable annuities, and life insurance. William is registered with the state of Ohio and Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/01/2005 - Present
Investment Network, Inc. (CANTON OH)
NJ
07/14/1994 - 05/09/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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