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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 Vance is a financial advisor with Edelman Financial Engines. Taylor has been in the financial services industry since 2018 and is currently registered with the state of Utah. Taylor specializes in providing financial advice to individuals, families, and businesses. Taylor has a strong understanding of the financial markets and investment strategies, and is committed to providing personalized financial advice that meets the individual needs of each client. Taylor holds the Series 7, Series 63, and Series 65 licenses, as well as the Certified Financial Planner designation.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
UT
05/14/2024 - Present
Edelman Financial Engines (LEHI UT)
UT
01/16/2018 - 05/07/2018
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
IA
Issued 07/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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