Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marykate? Claim Your ProfileMarykate Taylor is a financial advisor with Bankers Life Securities, Inc. based in Waltham, MA. Marykate has been in the financial industry since 2015. She holds the Series 6, SIE, and Series 63 licenses. Marykate has experience working with clients in Florida, Iowa, Massachusetts, New Hampshire, and Vermont.
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.
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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2
MA
05/26/2016 - Present
Bankers Life Securities, Inc. (Waltham MA)
VT
02/17/2015 - 05/26/2016
PROEQUITIES, INC. (WILLISTON VT)
BC
Issued 03/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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