Thomas Taylor
Professional Summary
Thomas Taylor, who also goes by Thomas Joseph Taylor Jr, was a registered financial advisor. Thomas was a previously registered financial professional and started their career in finance 1992 - 2018. Thomas had worked at 7 firms and has passed the Series 63, SIE, Series 87, Series 55, Series 7, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas Joseph Taylor Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
BQ PARTNERS | BURKE & QUICK PARTNERS LLC | BURKE & QUICK PARTNERS LLC
Contact Information
Established
New York since 03/05/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Apr 2007About the Series 87 examSeries 55 — Limited Representative-Equity Trader Exam
Passed Feb 2000Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed May 1998Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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