Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Jensen Johnson is a financial advisor with over 7 years of experience in the industry. Taylor has a Series 6, Series 63, and Series 65 licenses and holds registrations in Texas. Taylor has worked with both individuals and businesses in developing financial plans and helping them achieve their financial goals. Taylor currently works with Osaic Wealth, Inc. and specializes in providing financial planning, portfolio management, and educational seminars to a range of clients including individuals, businesses, and charitable organizations. Prior to joining Osaic Wealth, Inc., Taylor worked as a financial advisor at Securities America, Inc.
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.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (BRYAN TX)
TX
07/18/2016 - 06/14/2024
SECURITIES AMERICA, INC. (BRYAN TX)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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