Taylor Kazimi (CRD# 7418684) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Palm Beach Gardens, FL | Jun 2021 - Current | 2 |
| University Of San Diego | San Diego, CA | Aug 2017 - May 2021 | 3 |
| Old Navy | Orlando, FL | Jan 2016 - Jan 2019 | 3 |
| Unemployed | Orlando, FL | Jan 2010 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- FL
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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