Kin Taylor

Financial Advisor at Raymond James

Role
Financial Advisor at Raymond James
Location
Florence, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Raymond James

    Feb 2009 — Present · Florence, AL, US

    Create and monitor plans for clients to help them achieve their financial goals. We help our clients by managing risk, expectations, and consistent contact.Licensed financial advisor since 1995.Raymond James financial advisors may only conduct business with residents of the statesand/or jurisdictions for which they are properly registered. Therefore, a response to a requestfor information may be delayed. Please note that not all of the investments and servicesmentioned are available in every state. Investors outside of the United States are subject tosecurities and tax regulations within their applicable jurisdictions that are not addressed on thissite. Contact your local Raymond James office for information and availability. Please followthis link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Skills

  • Customer Service
  • Retirement Planning
  • Investment Advisory
  • Series 7
  • Mutual Funds
  • Risk Management
  • Series 63
  • Fixed Annuities
  • Wealth Management
  • Retirement
  • Strategic Financial Planning
  • Investments
  • Asset Management
  • Portfolio Management
  • Life Insurance

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