Unclaimed
David Allen Williams is a financial advisor who has been in the industry since May 19, 1986. David Allen Williams is registered with PFS Investments Inc. and has a branch office in Smyrna, GA. David Allen Williams is licensed to offer investment advice in Georgia and Florida. David Allen Williams specializes in investment products and services.
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
05/20/1986 - Present
PFS Investments Inc. (SMYRNA GA)
BC
Issued 04/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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