Unclaimed
Tammy Lynn Taylor has been in the financial services industry since 1997. Tammy is currently registered with Pacific Select Distributors, LLC and has been with the firm since February 2002. Previously, Tammy was employed with Equitable Distributors, Inc. and McDonald & Company Securities, Inc. Tammy holds Series 6, Series 63, and SIE licenses. Tammy is registered in Idaho and Ohio.
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.
1
2
CA
02/14/2002 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NC
09/01/1997 - 10/23/2001
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
OH
10/29/1996 - 07/31/1997
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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