Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor James Dolenga is a financial advisor at Ameriprise Financial Services, LLC. Taylor has been in the financial services industry for over 2 years. Taylor holds a Series 7TO and SIE license as well as a Series 66 license. Taylor is registered to provide investment advice in California. Taylor has experience working with a variety of clients, including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Ameriprise Financial Services, LLC, is a large firm with over $1 billion to $10 billion in assets under management. The firm provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Asset allocation services
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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CA
09/12/2023 - Present
Ameriprise Financial Services, LLC (HERMOSA BEACH CA)
BOTH
Issued 09/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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