Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Taylor is a financial advisor with PFS Investments Inc. April is a registered representative of the firm, and is licensed to provide financial advice in 20 states. She holds the Series 6, 63, 26 and SIE licenses. April has been in the financial services industry since 2019. PFS Investments Inc. is a large financial services company with offices across the United States. The firm offers a variety of financial products and services to individuals, businesses, and institutions.
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
PA
11/11/2019 - Present
PFS Investments Inc. (WYNCOTE PA)
BC
Issued 01/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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