Unclaimed
Raymond Wilkinson is a financial advisor with over 15 years of experience in the industry. He is currently registered with PFS Investments Inc. in ALLEN, TX and has previously worked for the same firm in SHREVEPORT, LA. Raymond is licensed to provide investment advice and sell securities in Arkansas and Louisiana. He holds Series 6, Series 63 and SIE licenses and specializes in investment company products/variable contracts.
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
TX
10/02/2020 - Present
PFS Investments Inc. (ALLEN TX)
LA
02/16/2007 - 09/18/2020
PFS INVESTMENTS INC. (SHREVEPORT LA)
BC
Issued 02/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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