Unclaimed
Taylor Pinks is a financial advisor currently registered with Edward Jones, a firm with over 19,000 licensed agents, located in Fargo, North Dakota. Taylor has been working in the financial services industry for over two years and is registered with Edward Jones as well as other financial institutions. In addition to providing investment advice, Taylor is also licensed to offer insurance products in various states. Taylor has extensive knowledge and experience in various areas, including financial planning, pension consulting, and investment portfolio management. Taylor Pinks is committed to providing her clients with personalized investment advice and helping them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
ND
01/26/2024 - Present
Edward Jones (FARGO ND)
ND
11/15/2021 - 11/10/2023
U.S. BANCORP INVESTMENTS, INC. (FARGO ND)
BOTH
Issued 01/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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