Unclaimed
Sharlor Williams is a financial professional with over 13 years of experience in the financial industry. Sharlor is currently registered with PFS Investments Inc. in Mansfield, TX, and has been with the firm since January 2016. Prior to that, Sharlor was also registered with PFS Investments Inc. in Arlington, TX. Sharlor has a broad base of knowledge and experience, holding the Series 6, 63, and 26 licenses, as well as the SIE exam. Sharlor specializes in portfolio management for individuals.
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
01/23/2022 - Present
PFS Investments Inc. (MANSFIELD TX)
TX
01/27/2016 - 12/31/2021
PFS INVESTMENTS INC. (ARLINGTON TX)
TX
12/22/2008 - 12/31/2015
PFS INVESTMENTS INC. (ARLINGTON TX)
BC
Issued 01/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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