Invested Better
Unclaimed

Unclaimed

Unclaimed

Taylor James Siemon

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Taylor? Claim Your Profile

About Taylor James Siemon

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.

Firm Information

Taylor Siemon is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Taylor Siemon’s Registration & Firm History

FL

01/30/2019 - Present

PFS Investments Inc. (MCALPIN FL)

Not sure if Taylor James Siemon is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor James Siemon.
Not sure if Taylor James Siemon is right for you?