Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndon? Claim Your ProfileLyndon Williams is a registered investment advisor representative with PFS Investments Inc. in Troy, Michigan. Lyndon has been in the financial services industry since 2010. Lyndon holds the Series 63, Series 65, Series 7 and SIE licenses and is registered with the state of Michigan. Lyndon also has prior experience with Park Avenue Securities LLC in Bingham Farms, Michigan. Lyndon's areas of expertise include portfolio management for individuals.
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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MI
05/30/2014 - Present
PFS Investments Inc. (TROY MI)
MI
03/03/2010 - 07/23/2013
PARK AVENUE SECURITIES LLC (BINGHAM FARMS MI)
BC
Issued 03/24/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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