Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Gwynn is a registered investment advisor representative with State Farm Investment Management Corp. Taylor has been in the financial services industry since December 2021 and holds Series 63, Series 65, Series 6TO, and SIE licenses. Taylor is registered to provide investment advice in North Carolina, South Carolina, Virginia, and Georgia. In addition to their work with State Farm Investment Management Corp., Taylor also has experience with Lori Robertson Insurance Agency, All Ways Caring Home Care, Bayada Home Health Care, On The Border, Homemaker, and State Farm VP Management Corp. Taylor is dedicated to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NC
01/10/2023 - Present
State Farm Investment Management Corp. (Kernersville NC)
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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