Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Coe taylor is a registered representative with PFS Investments Inc. Felicia has been in the financial services industry for over nine years, and has been with PFS Investments Inc. since 2014. Felicia is licensed to sell securities in Arizona and California. Felicia is also a Series 6 and SIE licensed advisor. Felicia specializes in providing financial planning and portfolio management services for individuals.
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
ID
01/24/2022 - Present
PFS Investments Inc. (COEUR D'ALENE ID)
CO
01/25/2019 - 12/31/2021
PFS INVESTMENTS INC. (COLORADO SPRINGS CO)
CA
12/27/2016 - 12/31/2017
PFS INVESTMENTS INC. (MURRIETA CA)
CA
02/14/2014 - 12/31/2014
PFS INVESTMENTS INC. (MURRIETA CA)
CA
09/13/2013 - 12/31/2013
PFS INVESTMENTS INC. (MURRIETA CA)
CA
01/17/2011 - 12/31/2012
PFS INVESTMENTS INC. (MURRIETA CA)
BC
Issued 10/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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