Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Turner is an investment advisor representative at Edelman Financial Engines, located in Colorado Springs, CO. Taylor has been in the financial industry for over 4 years and holds the Series 66, Series 7TO, and SIE exams. Taylor's previous employment history includes First Command Financial Planning, Inc. and various hospitality roles. Taylor specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
1
2
CO
10/10/2023 - Present
Edelman Financial Engines (COLORADO SPRINGS CO)
CO
01/13/2020 - 05/07/2020
FIRST COMMAND FINANCIAL PLANNING, INC. (COLORADO SPRINGS CO)
BOTH
Issued 07/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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