Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Tomlin is a financial professional with over 6 years of experience in the financial services industry. Taylor is currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Before joining TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Taylor worked as a financial advisor at Fidelity Brokerage Services LLC. In the past, Taylor also held positions with J.P. Morgan Securities LLC and AXA Advisors, LLC. Taylor is licensed to conduct business in all 50 states.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
12/22/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
CA
04/11/2022 - 12/16/2022
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
07/05/2019 - 03/15/2022
J.P. MORGAN SECURITIES LLC (LAKESIDE CA)
CA
11/16/2016 - 07/07/2017
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
10/19/2015 - 11/02/2016
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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