David Taylor's Location
Texas, United States
David Taylor's Work
- Vice President - Branch Manager @ Wells Fargo Advisors
- Assistant Market Leader @ Wells Fargo Advisors
- Vice President, Productivity Consultant @ Wells Fargo Advisors
- Senior Regional Marketing Director @ Putnam Investments
- Financial advisor @ Edward Jones
- Senior Regional Vice President @ DWS Group
- VP, RMD @ Putnam Investments
- VP, Regional Marketing Director @ Putnam Investments
David Taylor's Education
- University of Maine
(Psychology)
1989 - 1994
David Taylor's Skills
- Series 63
- Series 6
- Series 7
- Mutual Funds
- Series 65
- Asset Allocation
- Retirement Planning
- Alternative Investments
- Fixed Annuities
- Investments
David Taylor's Summary
David Taylor, based in Texas, United States, is currently a Vice President - Branch Manager at Wells Fargo Advisors, bringing experience from previous roles at Wells Fargo Advisors, Putnam Investments and Edward Jones. David Taylor holds a 1989 - 1994 University of Maine. With a robust skill set that includes Series 63, Series 6, Series 7, Mutual Funds, Series 65 and more, David Taylor contributes valuable insights to the industry. David Taylor has 3 emails and 1 mobile phone number on RocketReach.
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