Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Williams is a financial professional with over 10 years of experience in the industry. Kevin Williams is currently registered with PFS Investments Inc. and has previously been registered with the same firm. Kevin Williams's areas of specialization include investment company products/variable contracts. Kevin Williams holds Series 6, Series 63, and SIE licenses. Kevin Williams is registered in Colorado, Florida, Maryland and South Carolina.
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.
1
2
MD
02/05/2018 - Present
PFS Investments Inc. (OWINGS MILLS MD)
MD
11/05/2016 - 12/31/2017
PFS INVESTMENTS INC. (PIKESVILLE MD)
MD
09/26/2012 - 10/27/2014
PFS INVESTMENTS INC. (PIKESVILLE MD)
BC
Issued 08/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Williams is the right advisor for you? Invested Better is here to help.
