Kaitlyn Taylor, financial advisor Saint Petersburg FL

Kaitlyn Taylor

CRD 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.

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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
Contact Info for Kaitlyn E. Taylor
Phone Number: 201-352-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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