Unclaimed
Taylor Mccuneanne Lambert is a financial professional with over 7 years of experience in the financial services industry. Taylor Lambert is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative. They have a strong track record of success, having passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Taylor Lambert is also a licensed insurance agent. In addition to their work with State Farm Investment Management Corp., Taylor Lambert is a Board Member for Christian Brothers Foundation. Taylor Lambert is committed to providing their clients with the highest quality financial advice and service.
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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2
LA
02/20/2024 - Present
State Farm Investment Management Corp. (Metairie LA)
IL
05/19/2016 - 08/24/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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