Anthony Taylor
Financial Services Professional at NYLIFE Securities LLC
- Role
- Licensed Agent at New York Life
- Location
- American Fork, UT, US
- LinkedIn followers
- 500 followers
About Anthony Taylor
I am a Financial Adviser offering investment advisery services through Eagle Strategies LLC, a Registered Investment Adviser in the states of UT, OH, CA. As such, these services are strictly intended for individuals in the states referenced. I am a agent licensed to sell insurance through New York Life Insurance Company (California Insurance License # 0F01647) and may be licensed with various other independent unaffiliated companies in the states of UT, ID, CA, MD. No insurance business may be conducted outside this/these state(s) referenced. I am a Registered Representative of and offer securities products and services through NYLIFE Securities (Member FINRA/SIPC), A licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of UT, ID, CA, OH. No offers may be made or accepted from any resident outside the specific states referenced. My address is 3305 N. University Ave, Suite 100, Provo Utah, 84003. Phone: 80••••••68.Neither New York Life Insurance Company, nor its agents may render tax, legal or accounting advice, please consult your professional advisors regarding your particular situation.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Experience
Licensed Agent
May 1998 — Present
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
The American College of Financial Services
CLU®, LUTCF, Finance
Brigham Young University
Bachelor of Business Administration (B.B.A.), Finance, General
1993 — 1998
Skills
- Investments
- Public Speaking
- Estate Planning
- Key Person Insurance
- Retirement Planning
- Protection Planning/Family Security
- Succession Planning
- 401k Rollovers
- Insurance
- Small Business
- Retirement
- Asset Protection
- Customer Service
- Wealth Preservation Planning
- Financial Planning
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