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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Barry Olsen is an investment advisor representative with Diversify Wealth Management, LLC based in Orem, Utah. Taylor has been in the financial services industry since December 2012 and is registered with the state of Utah. Taylor holds the Series 65 license and has experience providing financial planning and portfolio management services. Taylor is also a Partner at FirstPurpose Tax, where they provide tax and accounting services.
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.
Personalized portfolio management to meet individual financial objectives.
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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UT
03/05/2024 - Present
Diversify Wealth Management, LLC (OREM UT)
IA
Issued 11/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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