Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Voris is a financial professional with over 10 years of experience in the industry. Taylor has a Series 6, Series 63, and Series 65 license, and is registered in Ohio and several other states as an Investment Advisor Representative. Taylor is currently employed by Thrivent Investment Management Inc. and has previously worked for Thrivent Financial for Lutherans. Taylor provides financial planning and portfolio management services to individuals and corporations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
OH
04/22/2021 - Present
Thrivent Investment Management Inc. (Worthington OH)
IA
Issued 04/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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