Unclaimed
Lindsey Taylor is a financial advisor with PFS Investments Inc. Lindsey has been in the financial services industry for over ten years. Lindsey is licensed to provide financial advice in Delaware, Maryland, New Jersey, Pennsylvania, Texas, and Virginia. Lindsey is committed to helping clients reach 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
PA
09/10/2012 - Present
PFS Investments Inc. (LANCASTER PA)
BC
Issued 11/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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