Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jo Taylor is a financial advisor with Voya Retirement Advisors, LLC. Kelly Jo Taylor has been in the financial industry since January 9, 2011 and is registered with the state of Michigan. Kelly Jo Taylor is also registered with the state of Kentucky as a broker-dealer. Kelly Jo Taylor is a Registered Representative and Investment Advisor Representative with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC has a total of 11767 accounts under management. The firm provides financial planning services and portfolio management for individuals.
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.
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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MI
10/10/2012 - Present
Voya Retirement Advisors, LLC (Dewitt MI)
KY
01/10/2011 - 10/11/2016
VOYA RETIREMENT ADVISORS, LLC (FRANKFORT KY)
IA
Issued 10/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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