Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Cowdrey is a financial advisor with over 10 years of experience in the financial services industry. Taylor currently works at Northern Trust Investments, Inc. in Chicago, IL. Taylor has experience working in several different roles including, but not limited to, financial advisor, portfolio manager, and investment analyst. Taylor is committed to providing their clients with comprehensive financial planning services. These services include investment management, retirement planning, college savings planning, and estate planning. Taylor is dedicated to building strong relationships with their clients and providing them with the personalized advice and guidance they need to achieve their financial goals. Taylor holds a Series 7, Series 6, Series 63, and Series 65 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
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2
IL
06/08/2021 - Present
Northern Trust Investments, Inc. (Chicago IL)
IL
08/21/2015 - 03/26/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
09/27/2010 - 07/27/2015
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
10/26/2009 - 09/13/2010
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
MI
06/01/2009 - 10/30/2009
MORGAN STANLEY SMITH BARNEY (EAST LANSING MI)
MI
02/25/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EAST LANSING MI)
IA
Issued 09/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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