Unclaimed
Leah Williams is a registered representative with PFS Investments Inc. Leah is licensed in Tennessee and has been in the industry for several years. Leah specializes in various areas of financial planning including portfolio management for individuals. Leah holds Series 63, Series 6TO and SIE licenses.
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
TN
05/26/2023 - Present
PFS Investments Inc. (KNOXVILLE TN)
BC
Issued 09/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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