Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Douglas Stephens is a financial advisor who has been in the industry since 2003. Billy is registered with PFS Investments Inc., and holds licenses for Securities Industry Essentials (SIE), Series 6, Series 26, and Series 63. Billy has specialized in the Series 6 product. Billy is currently registered in 13 states including Arkansas, Colorado, Illinois, Iowa, Kansas, Massachusetts, Montana, Nebraska, North Dakota, Oklahoma, South Dakota, Texas, and Utah.
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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GA
01/22/2018 - Present
PFS Investments Inc. (DULUTH GA)
OK
01/10/2008 - 12/31/2017
PFS INVESTMENTS INC. (JET OK)
GA
01/27/2003 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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