Unclaimed
William Alan Sanders is a financial advisor with PFS Investments Inc., a registered investment advisor. William has been in the financial services industry since 1988 and holds the Series 6, Series 63, Series 65, and SIE licenses. William has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. William Alan Sanders provides a variety of financial services, including 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.
1
2
FL
09/19/2018 - Present
PFS Investments Inc. (PANAMA CITY BEACH FL)
IA
Issued 06/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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