Taylor Hoskins, financial advisor Milwaukee WI
89 score

Taylor Hoskins

CRD Number: 6277263
Current Firm: Msi Financial Services, Inc.

Taylor Hoskins (CRD# 6277263) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Milwaukee, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Milwaukee, WI Jan 2014 - Current 2
Oak Milwaukee Milwaukee, WI Apr 2012 - Jan 2014 1
Bj Electric Pewaukee, WI Mar 2011 - Jan 2014 2
University Of Wisconsin Milwaukee Milwaukee, WI Jun 2009 - Dec 2013 4
Univ Of Wisconsin - Milwaukee Cafe Milwaukee, WI Jun 2010 - Mar 2011 < 1
Sendiks Mequon, WI Oct 2008 - Aug 2009 < 1
Nicolet High School Milwaukee, WI Aug 2005 - Jun 2009 3
Jon Co Milwaukee, WI Jun 2006 - Sep 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Taylor C. Hoskins
Phone Number: 800-638-8378
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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