Unclaimed
Taylor Putman is a financial advisor who has been in the industry since April 24, 2022. Taylor is currently registered with Northwestern Mutual Investment Services, LLC in Champaign, Illinois. Taylor has passed the Series 63, Series 6TO and SIE exams. Taylor is registered in Illinois, Kentucky, Michigan, North Carolina, Pennsylvania and Texas. Taylor is affiliated with Northwestern Mutual Investment Services, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
04/25/2022 - Present
Northwestern Mutual Investment Services, LLC (CHAMPAIGN IL)
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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