Unclaimed
Jennifer Williams is a financial professional registered with PFS Investments Inc. Jennifer is licensed to provide investment advice in 15 states and the Virgin Islands. Jennifer has been in the industry since July 2014. Jennifer is a Series 6, Series 26 and Series 63 licensed professional and has obtained the Securities Industry Essentials Examination (SIE). Jennifer can assist clients with investment advice and portfolio management.
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
FL
07/15/2014 - Present
PFS Investments Inc. (ORLANDO FL)
BC
Issued 09/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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