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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor John Whelan is an investment advisor representative associated with Whelan Financial. Taylor John Whelan is registered with the state of California and has been in the industry since November 2014. They are approved to provide financial planning and portfolio management for both individuals and businesses. Whelan Financial specializes in providing financial advisory services to individuals, corporations and other businesses, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. The firm is based in Fresno, California.
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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CA
01/15/2025 - Present
Whelan Financial (FRESNO CA)
IA
Issued 01/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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