Unclaimed
Beneta Williams is a financial advisor at PFS Investments Inc. with over 25 years of experience in the industry. Beneta has been with the firm since 1996, and holds a variety of licenses and certifications, including Series 6, Series 26, Series 51 and the SIE exam. Beneta focuses on providing portfolio management services for 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
GA
10/17/2000 - Present
PFS Investments Inc. (DULUTH GA)
GA
06/04/1996 - 12/01/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/03/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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