Unclaimed
Taylor Siemon is a registered representative of PFS Investments Inc., where Taylor has been employed since September 2007. Taylor holds the Series 6, 26, 63, and 65 licenses as well as the SIE exam certification. Taylor is also a registered investment advisor representative in Florida and Texas, and holds securities licenses in Arizona, California, Colorado, Florida, Georgia, Indiana, New Mexico, Ohio, Texas, Virginia, Washington and Wisconsin. Taylor also provides financial services for individuals and businesses through PFS Investments Inc.
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
FL
01/30/2019 - Present
PFS Investments Inc. (MCALPIN FL)
BC
Issued 04/14/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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