Unclaimed
Wadeea Walton is a financial advisor registered with PFS Investments Inc. in West Chester, PA. Wadeea has been in the industry since October 2020. Wadeea is a licensed Series 63, Series 6TO and SIE representative and is registered to provide investment advice in several states including California, Delaware, Maryland, Pennsylvania, Virginia and West Virginia. Wadeea specializes in providing investment advice to individuals and has been a part of the PFS Investments team since October 2020.
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
PA
10/05/2020 - Present
PFS Investments Inc. (WEST CHESTER PA)
BC
Issued 11/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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