Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ericka? Claim Your ProfileEricka Jeanne Taylor is a financial professional with over 15 years of experience in the industry. Currently, Ericka is a registered representative with PFS Investments Inc. located in Redlands, CA. Prior to joining PFS Investments Inc., Ericka held positions at SAGEPOINT FINANCIAL, INC. in San Diego, CA, SENTRA SECURITIES CORPORATION in Phoenix, AZ, and AMSOUTH INVESTMENT SERVICES, INC. in Birmingham, AL. Ericka holds the Series 6, Series 63 and SIE licenses and specializes in Investment Company Products/Variable Contracts.
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.
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CA
04/19/2018 - Present
PFS Investments Inc. (REDLANDS CA)
CA
10/31/2005 - 11/02/2017
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
09/28/2004 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AL
10/30/2002 - 02/25/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 11/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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