Michael P. Taylor
Professional summary
Michael Perez Taylor is a registered financial professional currently at 3PE ADVISORS located in Dallas, Texas.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Perez Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2023 - Present
3PE ADVISORS
Office #1: 1910 Pacific Avenue, Suite 14183, Dallas, TX 75201June 27, 2005 - March 1, 2023
MITCHELL ENERGY ADVISORS, LLC
May 21, 2002 - May 2, 2003
B. RILEY SECURITIES, INC.
July 18, 2000 - November 16, 2001
MORGAN KEEGAN & COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/2/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
3PE ADVISORS
CRD#: 290234 / SEC#: , 8-70023
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
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Company Information
3PE ADVISORS
CRD#: 290234Dallas, TX 75201TRUST BUT VERIFY
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