Advanced Credentials/Licenses:
Series 63 State Securities Licensed
Series 6 Licensed
Statement of Service:
Prior to joining Abundance, Taylor was employed by a global mutual fund company, gaining extensive knowledge on retirement plans, including both 401(k) and Pension Plans. Taylor started her financial career as a summer intern in the Investment Department at Abundance where she worked on projects involving many aspects of investment due diligence, portfolio review and departmental support.
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