Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Antone Milhon is a financial advisor with PFS Investments Inc. based in BASEHOR, KS. William has been in the industry since 2005 and holds a Series 6, Series 26, Series 63 and Series 65 licenses. William also holds a SIE license. William provides 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
KS
01/30/2019 - Present
PFS Investments Inc. (BASEHOR KS)
IA
Issued 04/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Milhon is the right advisor for you? Invested Better is here to help.
