Unclaimed
Amy Willingham is a financial professional with over 15 years of experience in the industry. Amy has a strong background in investment company products and variable contracts, having earned her Series 6 license in 2006. Amy is also licensed to sell securities in Texas. Amy is currently registered with PFS Investments Inc. and has been with the firm since 2006, previously holding a previous position with them between 2006-2010. Amy has a commitment to providing her clients with personalized financial advice and guidance.
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
TX
04/19/2010 - Present
PFS Investments Inc. (DALLAS TX)
TX
09/22/2006 - 04/08/2010
PFS INVESTMENTS INC. (DALLAS TX)
BC
Issued 10/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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