Lowell J. Taylor
Professional summary
Lowell Jared Taylor, who also goes by Jared Taylor, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in New Bern, North Carolina and SECU BROKERAGE SERVICES located in New Bern, North Carolina.
Lowell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Lowell has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lowell Jared Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2022 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 201 Howell Rd, New Bern, NC 28562September 20, 2022 - Present
SECU BROKERAGE SERVICES
Office #1: 3001 Elizabeth Ave., New Bern, NC 28562Office #2: 201 Howell Rd., New Bern, NC 28562State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/17/2022)
(11/29/2022)
Exams
Series 7TO
Date: 7/15/2024
General Securities Representative ExaminationSeries 6TO
Date: 9/20/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 110,960 |
Red Flags
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