Invested Better
Unclaimed

Unclaimed

Unclaimed

Nolita Kelly Williams

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nolita? Claim Your Profile

About Nolita Kelly Williams

Nolita Kelly Williams is a registered representative of PFS Investments Inc., and has been in the financial services industry since 2012. Nolita Williams is licensed in Alabama and Georgia. Nolita Williams has a Series 7, Series 66, and Series 27 license. Nolita Williams specializes in the following areas: Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Nolita Williams's previous employment includes Proequities, Inc., located in Birmingham, Alabama.

Firm Information

Nolita Williams is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nolita Williams’s Registration & Firm History

GA

01/03/2014 - Present

PFS Investments Inc. (CONYERS GA)

AL

12/12/2011 - 09/07/2012

PROEQUITIES, INC. (BIRMINGHAM AL)

Not sure if Nolita Kelly Williams is right for you?

Licenses & Designations

BOTH

Issued 07/02/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2011

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nolita Kelly Williams.
Not sure if Nolita Kelly Williams is right for you?