Unclaimed
Taylor Ratliff is a financial advisor associated with GWN Securities Inc. based in Dallas, Texas. Taylor has been in the financial services industry since 2009. Taylor is registered with the state of Texas and holds the Series 6, Series 63, and SIE licenses. Taylor previously worked at Nationwide Securities, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial 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.
In lieu of hourly fee, ia can charge a flat fee
1
2
TX
01/28/2020 - Present
GWN Securities Inc. (DALLAS TX)
TX
01/26/2009 - 12/31/2019
NATIONWIDE SECURITIES, LLC (DALLAS TX)
BC
Issued 02/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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