Kaitlyn TaylorCRD Number: 7014163
Current Firm: Ubs Financial Services Inc.
Kaitlyn Taylor (CRD# 7014163) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
St. Pete Financial Group
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Ubs Financial Services Inc.||Saint Petersburg, FL||Sep 2018 - Current||4|
|Tradewinds Island Resorts||Saint Petersburg Beach, FL||May 2018 - Sep 2018||< 1|
|The Florida State University||Tallahassee, FL||Jun 2015 - May 2018||2|
|Northeast High School||Saint Petersbugr, FL||Jun 2011 - Jun 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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