Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Willardson is a financial advisor with PFS Investments Inc. in BOUNTIFUL, UT. Roger is registered with the state of Utah. Roger has over 7 years of experience in the financial services industry and holds the Series 6, Series 63, and SIE licenses. Roger is committed to providing personalized financial advice to help individuals achieve their financial goals.
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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UT
10/20/2021 - Present
PFS Investments Inc. (BOUNTIFUL UT)
UT
07/05/2013 - 02/26/2021
PFS INVESTMENTS INC. (BOUNTIFUL UT)
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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