Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Westlee? Claim Your ProfileWestlee Appleton is a financial advisor with PFS Investments Inc. Westlee has been in the financial industry since 2011. Westlee is registered as a broker-dealer in Texas and Florida, and as an investment advisor in Texas. Westlee's office is located in Eagle Pass, TX. Westlee is currently employed with PFS Investments Inc. in Eagle Pass, TX. Westlee has also been employed with Primerica Financial Services.
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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TX
06/13/2019 - Present
PFS Investments Inc. (EAGLE PASS TX)
GA
09/08/2004 - 01/10/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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