Taylor Morales is a CFP-designated registered investment advisor, based in West Orange, NJ, with 6 years of industry experience.
Location
300 Executive Drive, Ste 200, West Orange, NJ, 07052
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Taylor works full-time providing accounting services and tax preparation for Couto DeFranco, P.A. Taylor is also a licensed insurance agent for Avantax Insurance Agency/Services, assisting registered representatives with quotes and applications, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Hd Vest Investment ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.