Unclaimed
Maria Williams is a financial advisor with PFS Investments Inc. based in San Antonio, TX. Maria has been in the financial services industry since 2023 and holds the Series 6TO and SIE licenses. Maria has experience with individual clients and has worked with NYLIFE SECURITIES LLC previously. Maria's clients include individuals, charitable organizations, and corporations.
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
TX
08/29/2024 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
06/02/2023 - 02/05/2024
NYLIFE SECURITIES LLC (FRISCO TX)
BC
Issued 06/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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