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Peter Bulkley Taggart

Prudential Investment Management Services LLC

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About Peter Bulkley Taggart

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.

Firm Information

Peter Taggart is currently registered with Prudential Investment Management Services LLC. Prudential Investment Management Services LLC is a Limited Liability Company formed on October 9, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

315

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Taggart’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Bulkley Taggart.
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