Unclaimed
Andrea Williams is a financial advisor with PFS Investments Inc. Andrea is registered with FINRA and holds Series 6, SIE and Series 63 licenses. Andrea has been in the financial industry since 2016 and is licensed in Arizona, California, New York and Texas. Andrea specializes in portfolio management for individuals. PFS Investments Inc. is a registered investment advisor with offices in Duluth, GA. The firm offers a variety of financial services, including portfolio management for individuals, investment advisory services and financial planning.
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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CA
11/30/2016 - Present
PFS Investments Inc. (LOS ANGELES CA)
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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