Unclaimed
William A. Byrd is a financial advisor who has been in the industry since 2009. William is currently registered with PFS Investments Inc. and has a Series 6, Series 63 and SIE license. William works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. PFS Investments Inc. is a registered investment advisor with over $8 billion in assets under management. The firm provides a wide range of financial advisory services, including portfolio management for individuals and businesses.
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
GA
05/24/2011 - Present
PFS Investments Inc. (CONYERS GA)
GA
01/29/2009 - 05/16/2011
PFS INVESTMENTS INC. (CONYERS GA)
BC
Issued 11/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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