Kyoung Taylor
About Kyoung Taylor
Kyoung Taylor is a Financial Representative at TD Ameritrade with over 8 years of experience in the financial industry, holding Series 7 and 63 licenses.
Professional Background
Kyoung Taylor brings extensive experience to his role at TD Ameritrade, holding the position of Financial Representative since 2016 in Omaha, Nebraska. His career spans multiple financial roles across different states. Taylor's background includes time spent at Morgan Stanley as a Financial Advisor Associate Trainee in Huntsville, Alabama, and as VP/Branch Manager at Wilshire Bank in Lagrange, Georgia, and Montgomery, Alabama. Additionally, he has served as a Senior Financial Advisor at BBVA Compass and as a Senior Relationship Banker at both PNC and RBC.
Role at TD Ameritrade
Kyoung Taylor is currently a Financial Representative at TD Ameritrade in Omaha, Nebraska. He has been with the company since 2016 and performs key responsibilities in customer service, advising clients on financial matters, and handling investment products. His track record includes a detailed understanding of investment strategies and client relationship management, making him a valuable asset to the TD Ameritrade team.
Financial Licenses and Certifications
Kyoung Taylor holds the Series 7 and 63 licenses, which are essential for financial representatives dealing with securities and investment products. These certifications demonstrate his comprehensive knowledge and capacity to assist clients with a range of financial needs, including investment strategies, securities trading, and regulatory compliance. These credentials underpin his proficiency and trustworthiness in the financial sector.
Experience in Financial Advisory Roles
Kyoung Taylor has accumulated over 8 years of experience in the financial industry through various roles. He worked as a Financial Advisor Associate Trainee at Morgan Stanley and as a Senior Financial Advisor at BBVA Compass. His role as VP/Branch Manager at Wilshire Bank and as a Senior Relationship Banker at both PNC and RBC further highlight his diverse experience. This solid background gives Taylor a broad understanding of different financial products and client needs.
Adaptability Across Multiple States
Kyoung Taylor has worked in multiple states, including Alabama, Georgia, and Nebraska. This experience demonstrates his ability to adapt to different financial markets and environments. Such versatility is crucial in understanding the varying financial landscapes and client expectations in different regions. His roles in these diverse locations underscore his flexible approach to financial advisory services.