Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Lindsey is a financial advisor with Northwestern Mutual Investment Services, LLC. Taylor has been in the financial services industry since 2021. They hold the Series 63, Series 6TO and SIE licenses, and is registered in Arizona. Taylor has worked with VANGUARD MARKETING CORPORATION in the past.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
AZ
08/12/2022 - Present
Northwestern Mutual Investment Services, LLC (Scottsdale AZ)
AZ
01/01/2021 - 12/07/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Taylor Lindsey is the right advisor for you? Invested Better is here to help.
