Unclaimed
Peter Bulkley Taggart is a financial professional with over 30 years of experience in the securities industry. Peter has held various roles at prominent firms such as Salomon Brothers Inc., CS First Boston Corporation, and Bowling Green Capital, LLC. Peter is currently registered with Prudential Investment Management Services LLC and holds a Series 3, 5, 6, 7, and 63 license. Peter has a strong background in investments and financial planning.
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.
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.
1
2
NJ
09/05/2002 - Present
Prudential Investment Management Services LLC (NEWARK NJ)
NY
04/23/1999 - 06/30/2000
BOWLING GREEN CAPITAL, LLC (NEW YORK NY)
NA
02/27/1995 - 06/18/1998
SALOMON BROTHERS INC.
NY
07/14/1989 - 06/18/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
06/18/1985 - 07/18/1989
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/1986
Series 5 - Interest Rate Options Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Taggart is the right advisor for you? Invested Better is here to help.