Matthew Taylor (CRD# 2480217) is an Investment Advisor Representative working at Taylor Securities Services, Inc. in Harrisburg, PA and has over 29 years of experience in the finance industry. Matthew Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taylor Securities Services, Inc. | Harrisburg, PA | Jan 2020 - Current | 4 |
| Taylor Retirement Services, Inc. | Harrisburg, PA | May 2003 - Current | 21 |
| Brookstone Capital Management LLC | Wheaton, IL | Oct 2007 - Jan 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management125MILLIONS
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Total Number of Accounts932ACCOUNTS
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Average Account Value$133,933
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, KY, MD, MN, NJ, NY, OK, PA, VA, WA
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