Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Taylor has been a registered representative in the securities industry since 2008. Felicia holds licenses for securities and investment advisory services in 14 states. Felicia is currently registered with PFS Investments Inc. and has worked for the firm since 2008. Felicia is licensed to provide investment advisory services and securities sales and has the Series 6, 26, 63, and 65 licenses. Felicia has experience in providing investment advisory services to individuals, families, and businesses. Felicia has a record of providing financial planning and investment management services to her clients.
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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2
TX
09/24/2015 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 09/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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