ST
Stephen Taylor
from Merited Wealth, LLC
Stephen Taylor is a financial advisor based in Florida, North Bay Village,
with 24 years of experience. Stephen currently works for
Merited Wealth, LLC.
Stephen maintains the following licenses: S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Taylor works at Merited Wealth, LLC
Merited Wealth, LLC is a financial advisory firm based in North Bay Village, Florida. It currently has approximately $105,711,182 of assets under management and employs about 3 people. Merited Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1666 79th Street Causeway, Suite 501, North Bay Village, Florida, 33141
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