Unclaimed
Billie Camile Willett is a financial advisor in Houston, Texas. Billie has been in the financial industry since 1999 and is currently registered with PFS Investments Inc. Billie holds the Series 6 and Series 63 licenses, and the SIE exam. Billie provides financial planning and portfolio management 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
TX
07/07/2008 - Present
PFS Investments Inc. (HOUSTON TX)
GA
09/16/1999 - 06/05/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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