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William Michael Taylor

Investment Network, Inc.

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About William Michael Taylor

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.

Firm Information

William Taylor is currently registered with Investment Network, Inc.. Investment Network, Inc. is a corporation registered as an investment advisor. They offer a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm has been operating since April 24, 2003, and has offices in multiple states.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Taylor’s Registration & Firm History

OH

06/01/2005 - Present

Investment Network, Inc. (CANTON OH)

NJ

07/14/1994 - 05/09/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Michael Taylor. Review regulatory record here.
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