Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Agee is a financial advisor who has been in the industry since 2021. Taylor is registered with Thrivent Investment Management Inc. and is licensed to sell securities in 24 states. Taylor specializes in financial planning and portfolio management. Taylor has a broad range of experience working with individuals, churches and non-profit sharing retirement accounts, corporations, and other businesses. Taylor is a dedicated professional with the knowledge and experience to help you reach your financial goals.
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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2
TN
05/18/2023 - Present
Thrivent Investment Management Inc. (Memphis TN)
BOTH
Issued 06/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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