Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnelle? Claim Your ProfileDonnelle Joy Taylor is an investment advisor representative registered with State Farm Investment Management Corp. Donnelle Joy Taylor has been in the industry for over 3 years and has been registered with the State of Ohio since August 2022 as an investment advisor representative. Donnelle Joy Taylor has experience in the insurance industry, having worked as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Donnelle Joy Taylor is also a Board Member for Party For Purpose-ladies Night Out and a Director for Main Street Grafton. Donnelle Joy Taylor is a member of the State Farm Investment Management Corp. team and is committed to providing financial advice to individuals and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
OH
06/16/2023 - Present
State Farm Investment Management Corp. (Grafton OH)
IA
Issued 06/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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