Unclaimed
Taylor Jane Tamayo is a financial professional currently registered with Pacific Select Distributors, LLC. Taylor's professional experience includes previous roles with J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Taylor holds a Series 6, Series 63, Series 6TO, and SIE licenses.
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.
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.
1
2
CA
03/29/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
07/23/2019 - 01/14/2021
J.P. MORGAN SECURITIES LLC (MENIFEE CA)
CA
04/04/2018 - 05/01/2019
WELLS FARGO CLEARING SERVICES, LLC (CARMEL CA)
BC
Issued 04/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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