Unclaimed
Clarence Wooten is a registered representative with PFS Investments Inc. based in San Antonio, TX. Clarence has been in the financial services industry since 1985 and has been registered with the state of Texas since 1985. Clarence is also registered as an Investment Advisor Representative in Texas. Clarence has passed the Series 6, Series 63, Series 26, and Series 65 exams. Clarence also holds the SIE exam. Clarence provides investment-related products and services, as well as financial 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.
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TX
08/18/2011 - Present
PFS Investments Inc. (SAN ANTONIO TX)
IA
Issued 02/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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