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Fred Tayar Ii

FBL MARKETING SERVICES
Ardmore, OK
·CRD# 2136376·35 years experience

Professional Summary

Fred Tayar II, who also goes by Fred II Tayar, Freddy Tayar, is a registered financial advisor currently at FBL MARKETING SERVICES, LLC located in Ardmore, Oklahoma. Fred is registered as a RR (Registered Representative) and started their career in finance in 1991. Fred has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Fred Ii Tayar, Freddy Tayar

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

35 years in the financial services industry

Current & Past Employments

FBL MARKETING SERVICES, LLC·CRD# 5309
BD
408 S Commerce St, Ardmore, OK 73401
April 7, 1999 - Present
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
August 13, 1998 - March 23, 1999
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY·CRD# 5181
BD
Boston, MA
November 2, 1995 - May 1, 1997
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
November 2, 1995 - August 5, 1998
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA·CRD# 680
BD
Newark, NJ
July 25, 1991 - December 10, 1993
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
July 25, 1991 - June 28, 1994

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Current Firm

FM
FBL MARKETING SERVICES, LLC

EQUITRUST MARKETING SERVICES, INC. | PFS SALES, INC | FBL MARKETING SERVICES, LLC | FBL MARKETING SERVICES, INC. | EQUITRUST MARKETING SERVICES, LLC

CRD#: 5309 / SEC#: 8-15855
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

5400 University Avenue, West Des Moines, IA 50266

Phone Number

(515) 225-5400

Established

Iowa since 08/15/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (43 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FBL FINANCIAL GROUP, INCOWNER—
GLEASON, MATHEW EVERETTEPRESIDENT6434929
MAY, CLINT JAMESVICE PRESIDENT ASSISTANT GENERAL COUNSEL4129595
MCGONEGLE, JULIE MARIEFINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT2188891
MORGAN, JENNIFER LEACHIEF COMPLIANCE OFFICER & ASST. SECRETARY2550729
NELSON, JAMES ARTHURMANAGER LIFE ACCOUNTING AND FINOP4640561
O'TOOL, MICHAEL DEANDIRECTOR COMPLIANCE2570040
SEIBEL, DONALD JOSEPHTREASURER6140054
SHRYACK, CHRISTOPHER THOMASVICE PRESIDENT LIFE SALES2105590
ST CLAIR, KARI LOUISEDIRECTOR, MARKETING SVCS & FIELD SUPPORT3168561

Disclosures

Regulatory Event

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Oklahoma
(4/30/1999)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1991About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Fred Tayar II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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