Unclaimed
Anthony Taylor has been in the financial services industry since August 19, 2002 and is currently registered with PFS Investments Inc. Anthony is a Series 6, Series 63 and SIE licensed advisor. Anthony has experience working with high-net-worth individuals, corporations, and charitable organizations. Anthony's previous experience includes working for The Codrick Financial Group, Inc., WMA Securities, Inc., North American Management, Inc., First American National Securities, Inc., and Pruco Securities Corporation. Anthony is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
IL
07/21/2018 - Present
PFS Investments Inc. (DES PLAINES IL)
GA
02/20/2008 - 01/13/2009
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/11/2000 - 11/20/2007
PFS INVESTMENTS INC. (DULUTH GA)
PA
09/09/1997 - 05/02/2000
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
GA
05/29/1997 - 09/19/1997
WMA SECURITIES, INC. (DULUTH GA)
SD
08/01/1990 - 07/03/1991
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
05/03/1989 - 08/21/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
12/12/1986 - 05/19/1989
PRUCO SECURITIES CORPORATION
BC
Issued 07/26/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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