Taylor Shockey (CRD# 5685254) is an Investment Advisor Representative working at Strategic International in Chagrin Falls, OH and has over 7 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic International Limited | Cleveland Heights, OH | Apr 2017 - Current | 7 |
| Oppenheimer & Co Inc. | Beachwood, OH | Jan 2016 - Apr 2017 | 1 |
| Self-employed | Cleveland Heights, OH | May 2015 - Jan 2016 | < 1 |
| Progress With Chess | Cleveland, OH | Jan 2015 - Jan 2016 | 1 |
| Financial America Securities | Cleveland, OH | Jun 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- OH
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$395,901
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
OH
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