Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Fann is a financial advisor currently associated with Stonex Advisors Inc. in Birmingham, Alabama. Taylor is registered with FINRA as a registered representative, has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination. Taylor is also a registered investment advisor representative in Alabama. Taylor has been in the industry since December of 2021. Taylor has worked for Stonex Securities Inc., Topgolf, TJ Max, Lowe's, The Brick, Publix, Belk, Mcdonald's, Snead State Community College, and the University of Alabama at Birmingham. Taylor's current registration with Stonex Advisors Inc. in Alabama was approved on June 6, 2024. Stonex Advisors Inc. is a Registered Investment Advisor that has over $4.5 Billion in assets under management with over 14,000 accounts. Stonex Advisors Inc. specializes in managing portfolios for individuals and businesses. They also offer financial planning services and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
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.
A percentage of the total value of assets under management is charged.
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2
AL
06/06/2024 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
BOTH
Issued 06/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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