Rodney Taylor
As an Investment Manager, I currently trade client accounts, managing portfolios to generate ideas,...
Kansas City, Missouri, United States
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Rodney Taylor’s Email rodney.taylor@hrblock.com
Social Media
Rodney Taylor’s Location Kansas City, Missouri, United States
Rodney Taylor’s Current Industry Avantax Wealth Management
Rodney Taylor’s Prior Industry Creative Planning | Waddell And Reed | Ameriprise Financial Services | H And R Block | T Mobile
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Work Experience
Avantax Wealth Management
Compliance Consultant II
2022-06-01 00:00:00 - Present
Creative Planning
Investment Manager
2021-06-01 00:00:00 - 2022-04-01 00:00:00
Waddell And Reed
Senior OSJ Supervisor - Principal
2019-05-01 00:00:00 - 2021-06-01 00:00:00
Ameriprise Financial Services
Account Service Associate
2009-10-01 00:00:00 - 2012-12-01 00:00:00
H And R Block
Account Service Associate
2006-08-01 00:00:00 - 2009-10-01 00:00:00
T Mobile
Client Service Professional
2003-01-01 00:00:00 - 2004-01-01 00:00:00Skills
Languages
FAQ About Rodney Taylor
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Rodney Taylor is located at
Kansas City, Missouri, United States -
Rodney Taylor is a As an Investment Manager, I currently trade client accounts, managing portfolios to generate ideas, cash, or tax harvesting as needed. I am an adaptable financial service professional with over ten years of experience in banking, client service, FINRA Supervision, leadership, and processing. This array of financial service experience has allowed me to develop the problem-solving skills needed to assess a situation quickly, determine an appropriate solution to the client's issue and execute the resolution while keeping the client and business interests in mind. I have obtained and now hold the following licenses: Series 6, 7, 24, 26, and 66.
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Rodney Taylor currently works in the Avantax Wealth Management |
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No Languages Available
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Rodney Taylor has prior
experience in the following industries:
Creative Planning | Waddell And Reed | Ameriprise Financial Services | H And R Block | T Mobile -
Rodney Taylor has the following professional experience:
Avantax Wealth Management | Creative Planning | Waddell And Reed | Ameriprise Financial Services | H And R Block | T Mobile -
You can view Rodney Taylor’s LinkedIn profile at LinkedIn URL
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Rodney Taylor’s work email
addresses are
rodney.taylor@hrblock.com -
Avantax Wealth Management |
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