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Mary Taylor Mock

Touchstone Advisors Inc.

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About Mary Taylor Mock

Mary Taylor Mock is a financial advisor with Touchstone Advisors Inc. Mary has been a registered representative since January 2007. Mary has experience in various areas, including securities, investment company products, and variable contracts. Mary holds several licenses, including Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65. Mary is a Registered Investment Advisor in Ohio. Mary is also active in the real estate industry and owns a rental property in North Carolina.

Firm Information

Mary Mock is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Mock’s Registration & Firm History

OH

06/17/2019 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 07/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2021

Series 24 - General Securities Principal Examination

BC

Issued 02/26/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Taylor Mock.
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