Unclaimed
Gwendolyn Madison Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. She is located in ST. LOUIS, MO and has been in the industry since 2009. Gwendolyn has experience at Edward Jones and Stern Brothers & Co. Gwendolyn has successfully passed several securities exams including the Series 7, 10, 24, 52TO, 53, 66, 9 and SIE exams. She currently holds a Series 66 license for Missouri and is registered as an Investment Advisor Representative in Missouri. Gwendolyn has experience working with a variety of client types, including high-net-worth individuals, corporations and pension and profit sharing 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.
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
MO
12/06/2019 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
11/01/2017 - 12/02/2019
STERN BROTHERS & CO. (ST. LOUIS MO)
MO
08/18/2009 - 11/03/2017
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 10/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/08/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/24/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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