Unclaimed
Taylor Kean is a financial advisor who has been in the industry since 2018. Taylor Kean is currently registered with Northwestern Mutual Investment Services, LLC in Huntsville, Alabama. Taylor Kean has previously worked at SA Stone Wealth Management Inc., Prudential, VALIC Financial Advisors, Inc. and Prudential. Taylor Kean is a Series 7 and Series 66 licensed advisor.
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
AL
03/05/2024 - Present
Northwestern Mutual Investment Services, LLC (HUNTSVILLE AL)
AL
12/21/2021 - 01/02/2024
SA STONE WEALTH MANAGEMENT INC. (BIRMINGHAM AL)
AL
12/10/2020 - 01/04/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BIRMINGHAM AL)
AL
05/14/2020 - 11/19/2020
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
AL
03/14/2018 - 03/13/2020
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
BOTH
Issued 05/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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