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Wendy Jo Taylor

Transamerica Financial Advisors, Inc.

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About Wendy Jo Taylor

Wendy Jo Taylor is an active investment advisor with a focus on providing financial guidance. Wendy has been in the industry since 1999 and holds Series 6 and Series 26 licenses. Wendy is currently affiliated with Transamerica Financial Advisors, Inc., which has a strong presence in the financial industry with a wide range of advisory services. Wendy's previous roles include World Group Securities, Inc., and WMA Securities, Inc. Wendy's experience provides a broad perspective on the financial landscape and enables her to tailor advice to individual needs.

Firm Information

Wendy Taylor is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wendy Taylor’s Registration & Firm History

IA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

GA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

12/19/2000 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/28/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Jo Taylor.
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