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3113 North Front Street, Harrisburg, PA 17110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-06 |
Branch Locations
3113 North Front Street, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Agency | Harrisburg | PA | 06/2014 | 07/2019 |
| Taylor Retirement Services | Harrisburg | PA | 07/2019 | Present |
| Taylor Securities Services, Inc. | Harrisburg | PA | 01/2020 | Present |
Taylor Retirement Services; investment related; Harrisburg, PA; insurance commission sales based on client needs - to match an insurance investment vehicle with the client's investment objective and risk tolerance; Financial Advisor; start date July 2019; approximately 80 hours per month; 80 hours during securities trading hours; provide recommendations to clients in indexed annuity accounts to reallocate their funds into different interest indexing strategies, establish income plans from insurance investment vehicles, answer questions regarding different investment vehicles offered by insurance companies, provide service to clients regarding their insurance investment vehicles (i.e., withdrawal requests, beneficiary changes, tax withholding changes, etc.).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
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