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Oscar Joseph Elliott-williams

PFS Investments Inc.

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About Oscar Joseph Elliott-williams

Oscar Elliott-williams is a financial advisor at PFS Investments Inc. in Lakeland, Florida. Oscar has over 10 years of experience in the financial services industry. Oscar is registered with the state of Florida and California. Oscar specializes in Investment Company Products/Variable Contracts and holds Series 6, 7, 63, and 65 licenses.

Firm Information

Oscar Elliott-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.

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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.

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percentage of assets

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

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Oscar Elliott-williams’s Registration & Firm History

FL

01/25/2021 - Present

PFS Investments Inc. (LAKELAND FL)

NY

07/22/2013 - 01/29/2019

PRUCO SECURITIES, LLC. (MELVILLE NY)

NY

02/10/2010 - 10/28/2010

CHASE INVESTMENT SERVICES CORP. (LAURELTON NY)

NY

12/24/2008 - 06/11/2009

NYLIFE SECURITIES LLC (MELVILLE NY)

NY

08/26/2008 - 12/10/2008

EMPIRE FINANCIAL GROUP, INC. (UNIONDALE NY)

NY

02/08/2008 - 08/27/2008

MORGAN WILSHIRE SECURITIES, INC. (GARDEN CITY NY)

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Licenses & Designations

BC

Issued 06/18/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oscar Joseph Elliott-williams.
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