ADVISOR BIO

Taylor Frias is a registered representative with J.p. Morgan Securities LLC. Taylor has been in the securities industry since 2018 and has a Series 6, 7TO, 63, and 66 license. Taylor is registered in 17 states including California, Texas, and Florida. Taylor has worked at JPMorgan Chase Bank N.A. and Foresters Financial Services, Inc. prior to joining J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a full-service brokerage firm that provides a wide range of investment products and services to individual and institutional clients. The firm has over $50 billion in assets under management and manages a wide variety of investment portfolios including those for individuals, businesses, and institutions. The firm's clients include high-net-worth individuals, insurance companies, charitable organizations, pension funds, and corporations.

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ADVISOR BIO

Taylor Michael Thompson is a financial advisor with UBS Financial Services Inc. Taylor has been in the financial industry for over 10 years and is registered to provide investment advice in 38 states and the District of Columbia. Taylor's expertise includes portfolio management for individuals and businesses, financial planning, and pension consulting. Taylor is also a member of the board of directors for The Achievement INstitute Of Scientific Studies, a non-profit organization that provides STEM-focused programming for economically disadvantaged students.

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ADVISOR BIO

Taylor Marie Johnson is a financial professional with over 3 years of experience in the financial services industry. Taylor has a current registration with Ameriprise Financial Services, LLC and is a licensed investment advisor in California. Taylor is a graduate of the University of Missouri and has a Series 66, Series 7 and SIE securities license. Previously, Taylor has held roles at Scottrade, Inc. and Waddell & Reed. Taylor is dedicated to helping clients achieve their financial goals and offers a variety of services including financial planning, asset allocation, educational seminars, and portfolio management.

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ADVISOR BIO

Taylor Renae Glassel is a registered representative with J.p. Morgan Securities LLC. Taylor has been in the financial industry for over 2 years and has a Series 63, Series 6TO, and SIE license. Taylor is registered with the state of California and specializes in a variety of financial products and services.

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ADVISOR BIO

Taylor Rosemary Wagner is a financial advisor who has been in the industry since 2011. Taylor is currently registered with Morgan Stanley and has been with the firm since 2014. Taylor previously worked at UBS Financial Services Inc. and Morgan Stanley. Taylor is registered to provide investment advice in 53 states and is a registered representative in California and Texas.

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ADVISOR BIO

Taylor Mark is a financial advisor with The Wealth Consulting Group. Taylor has been in the industry for over 2 years. They are registered as a Registered Representative (RA) with the state of California and have passed the SIE and Series 7TO exams. Taylor specializes in financial planning, portfolio management for individuals, and pension consulting. They are currently working in the firm’s Sacramento, CA office.

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ADVISOR BIO

Taylor Wan is a financial advisor with Wells Fargo Clearing Services, LLC, located in San Francisco, CA. Taylor has been in the financial services industry since 2007. Taylor has a total of 11 approved SRO registrations, including 1 FINRA registration and 4 state registrations. Taylor is also registered with the state of California as an Investment Advisor Representative (IAR). Taylor specializes in providing financial planning and investment management services to individuals, businesses, and institutional clients. Taylor has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Taylor holds the Series 7, Series 9, Series 10, Series 24, and Series 63 and 66 securities licenses. Taylor is a Certified Financial Planner and has experience working with various financial institutions including J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and Scottrade, Inc. Taylor is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Taylor Nicole Van vlack is a registered representative with Morgan Stanley in San Francisco, California. Taylor has been in the financial services industry for over five years. Taylor holds the Series 7TO and SIE licenses and is a registered representative in California. Taylor has experience working with high net worth individuals, corporations, and institutional clients. Taylor specializes in providing financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Taylor Medina is a financial advisor with over 7 years of experience in the industry. Taylor is registered with the state of California as a broker and has a Series 7, Series 6, and Series 63 license. Taylor specializes in financial planning, portfolio management for individuals, and selection of other advisors. Taylor currently works at United Planners' Financial Services Of America A Limited Partner, where Taylor has been since 2017. Previously, Taylor worked at NATIONAL PLANNING CORPORATION and PLANMEMBER SECURITIES CORPORATION.

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ADVISOR BIO

Tayra Tatiana Martinez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She is registered with the state of California and Texas. Tayra Martinez is a Series 66, Series 7, Series 10, and Series 9 licensed representative and is active in the industry.

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