Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Williams is a registered representative with PFS Investments Inc. Douglas has been in the industry since 2015 and is licensed in multiple states, including New York, California, and Connecticut. Douglas's primary focus is on providing financial advice and portfolio management for individuals. Douglas also has expertise in investment company products and variable contracts.
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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NY
08/03/2021 - Present
PFS Investments Inc. (LAWRENCE NY)
BC
Issued 02/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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