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Veronica Kelly mae Taylor

Pensionmark Securities, LLC

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About Veronica Kelly mae Taylor

Veronica Taylor is a registered representative with Pensionmark Securities, LLC in Santa Barbara, California. Veronica has been in the industry since 2012 and has held previous positions with CAPFINANCIAL SECURITIES, LLC. and LPL FINANCIAL LLC. Veronica holds the Series 7 and SIE licenses.

Firm Information

Veronica Taylor is currently registered with Pensionmark Securities, LLC. Pensionmark Securities, LLC is a Limited Liability Company formed on April 22, 2016. The firm is registered with the SEC and in 46 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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.

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Veronica Taylor’s Registration & Firm History

CA

09/01/2017 - Present

Pensionmark Securities, LLC (Santa Barbara CA)

CA

09/23/2015 - 09/01/2017

CAPFINANCIAL SECURITIES, LLC. (Novato CA)

CA

07/13/2012 - 08/20/2015

LPL FINANCIAL LLC (NOVATA CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Veronica Kelly mae Taylor.
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