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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny May Taylor is a registered investment advisor representative with Tradeway, with offices in Mexia, TX. Jenny is a licensed investment advisor in Texas and Minnesota and specializes in providing financial planning and investment advice to individuals. Jenny has been in the financial services industry since June 2010.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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TX
06/28/2017 - Present
Tradeway (MEXIA TX)
IA
Issued 06/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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