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.
CRD# 5829856
St. Pete Financial Group
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- FL
-
Total Assets Under Management692,292MILLIONS
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Total Number of Accounts1,073,865ACCOUNTS
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Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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