Unclaimed
Capria Wilson is a financial professional with PFS Investments Inc., a financial firm with a focus on individual and corporate investors. Capria is registered in Texas and Louisiana as a Securities Representative and holds the Series 6TO, Series 63 and SIE exams. Capria has a strong track record of providing sound financial advice and helping clients meet their investment objectives. Capria has experience in various areas including investment planning, portfolio management, and retirement 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.
1
2
TX
05/24/2021 - Present
PFS Investments Inc. (GARLAND TX)
BC
Issued 07/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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