Tammy Rose Taylor

Current Employers

Employment History

• 01/2016 → 11/2023
  Transamerica Financial Advisors, Inc
  Encino, CA
• 11/2011 → 11/2023
  World Financial Group, Inc.
  Encino, CA
• 04/2016 → 11/2023
  Encino Financial Partners
  Encino, CA
• 12/2016 → 03/2020
  Towers Empire
  Encino, CA
• 12/2016 → 12/2021
  Debt.COm
  Plantation, FL
• 02/2017 → 12/2021
  Oxford Tax Parners, Llc
  Chicago, IL
• 01/2017 → 09/2023
  Washington National Insurance Company
  Carmel, IN
• 04/2023 → Present
  Impact Leadership Network
  Woodland Hills, CA
• 11/2023 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 11/2023 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Previous Registrations

• 2016-03-24 → 2023-12-15
  Transamerica Financial Advisors, Llc
  Woodland Hills, CA

Other Businesses

1) Bettr. Not Investment related. Start date: 12/8/2023. Address: 6038 Maury Ave, Woodland Hills CA, 91367. Title: Referral Partner. Duties: Refer clients who need to apply for ERC, health insurance. Time spent during regular hours: 0%. 2) Impact Leadership Network, Inc. Not investment related. Start date: 12/01/2023. Address: 21300 Victory Blvd Suite 120, Woodland Hills CA, 91367. Title: Partner. Duties: Fixed Insurance Sales, training and mentoring new insurance licensed agents. Time spent during regular hours: 65%. 3) Clearwater Benefits. Health Insurance. Not investment related. Start date: 10/16/2024. Address: 6038 Maury Ave, Woodland Hills CA, 91367. Title: Sales. Duties: Adding health insurance product for clients if they need. Time spent during regular hours: 0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-24
• S63 Uniform Securities Agent State Law Examination
  2016-02-04

Other Names

• Tammy R Taylor