Unclaimed
Taylor O'Connell is a financial advisor registered with Vanguard Marketing Corp. Taylor has been in the securities industry since August 30, 2016 and is licensed in Arizona. Taylor has passed the Series 63, Series 7, Series 24, and SIE exams.
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
AZ
08/31/2016 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
BC
Issued 09/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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