Unclaimed
Peter Taylor is a registered representative with PNC Investments, and is a member of the Financial Industry Regulatory Authority (FINRA). Peter has been in the financial services industry since 2021 and is registered in 50 states. Peter holds a Series 7TO, Series 63, and SIE license and has a strong record of success in helping clients achieve their financial goals. Peter is committed to providing personalized financial advice and guidance to help clients make informed investment decisions.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
IN
02/03/2025 - Present
PNC Investments (Indianapolis IN)
BC
Issued 04/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Peter Taylor is the right advisor for you? Invested Better is here to help.