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Mindy Jean Taylor

Gradient Securities, LLC

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About Mindy Jean Taylor

Mindy Jean Taylor is a registered representative with Gradient Securities, LLC based in Greenfield, MA. Mindy is a licensed securities agent and has passed the Series 6TO and SIE exams. Mindy has been in the industry since August 2022 and is registered in both Massachusetts and New Hampshire. Mindy is specialized in investment companies, pension and profit sharing plans, corporations or other businesses and individuals other than high-net-worth. The firm provides a range of financial planning services, including portfolio management for individuals and businesses, as well as selection of other advisors.

Firm Information

Mindy Taylor is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Solicitor fees

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Mindy Taylor’s Registration & Firm History

MA

08/08/2022 - Present

Gradient Securities, LLC (Greenfield MA)

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Licenses & Designations

BC

Issued 09/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mindy Jean Taylor.
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