Unclaimed
Terrance Lamont Taylor is a financial advisor with PFS Investments Inc. Taylor has been in the financial services industry since 2018. Taylor is registered with the state of Virginia and holds the following FINRA licenses: Series 6, Series 26, and Series 63. Taylor is also licensed in Georgia, Maryland, Ohio, and Texas. Taylor specializes in providing investment advice to individuals.
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
VA
07/20/2018 - Present
PFS Investments Inc. (CHESAPEAKE VA)
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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