Unclaimed
Glenn Forrester Taylor is a financial advisor with Ameriprise Financial Services, LLC. Glenn has been in the financial industry for over 10 years, having held previous positions at Pruco Securities, LLC, and Ameriprise Financial Services, Inc. Glenn is registered as a broker-dealer and an investment advisor in Kentucky, Texas, and several other states. Glenn holds FINRA licenses Series 6, 7, 63, and 65. Glenn provides financial planning and investment advice to individuals, businesses, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KY
10/23/2020 - Present
Ameriprise Financial Services, LLC (LOUISVILLE KY)
KY
08/30/2017 - 06/26/2020
AMERIPRISE FINANCIAL SERVICES, LLC (LOUISVILLE KY)
KY
07/13/2015 - 08/16/2017
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
11/07/2013 - 07/14/2015
PRUCO SECURITIES, LLC. (LOUISVILLE KY)
IA
Issued 03/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Glenn Taylor is the right advisor for you? Invested Better is here to help.