Unclaimed
Taylor Scott Graham is a registered representative and investment advisor representative with PFS Investments Inc., based in Lincoln, Nebraska. Taylor has been in the industry since May 2019. Taylor holds the Series 63, Series 6TO, and SIE licenses. They specialize in providing investment advice to individuals. Prior to joining PFS Investments Inc., Taylor was employed at Thrivent Investment Management Inc. in Omaha, Nebraska.
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.
1
2
NE
08/06/2019 - Present
PFS Investments Inc. (LINCOLN NE)
NE
05/03/2019 - 07/18/2019
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
BC
Issued 06/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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