Unclaimed
Marigene Wilkins Taylor is a financial advisor with Valic Financial Advisors, Inc. Marigene has been in the financial services industry since May 2005 and has experience in providing financial planning and portfolio management services for individuals. Marigene has previously worked for Woodbury Financial Services, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., American General Securities Incorporated and Next Financial Group, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
AL
04/25/2023 - Present
Valic Financial Advisors, Inc. (BIRMINGHAM AL)
MN
08/15/2014 - 02/24/2017
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/01/2011 - 02/24/2017
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/01/2011 - 02/24/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/31/2008 - 02/24/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
12/17/2015 - 03/10/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
08/14/2006 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
09/01/2004 - 07/24/2006
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
BOTH
Issued 04/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2004
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 08/31/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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