Invested Better
Unclaimed

Unclaimed

Unclaimed

Azalee Williams-kinard

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Azalee? Claim Your Profile

About Azalee Williams-kinard

Azalee Williams-kinard is a financial professional with PFS Investments Inc. Azalee has been in the financial industry since May 2022. Azalee is registered in Florida, New Jersey, New York and South Carolina. Azalee offers financial and investment advice to individuals. Azalee is also licensed to sell investment company products and variable contracts. Azalee has passed the Series 6, Series 63, Series 26 and the SIE exams.

Firm Information

Azalee Williams-kinard is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Azalee Williams-kinard’s Registration & Firm History

SC

05/17/2022 - Present

PFS Investments Inc. (CONWAY SC)

Not sure if Azalee Williams-kinard is right for you?

Licenses & Designations

BC

Issued 06/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/17/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Azalee Williams-kinard.
Not sure if Azalee Williams-kinard is right for you?