Unclaimed
Franklin Woody Motte is a registered representative with PFS Investments Inc. Franklin has been in the financial services industry since December 1991. Franklin is currently registered with the state of California, as well as the state of Texas. Franklin has also taken several industry exams including the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, and the Investment Company Products/Variable Contracts Principal Examination. Franklin has offices in Wildomar and Orange, California. Franklin's office location is located at 36330 HIDDEN SPRINGS RD STE E-2, WILDOMAR, CA 92595.
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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2
CA
06/10/2024 - Present
PFS Investments Inc. (WILDOMAR CA)
IA
Issued 06/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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