Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruce Quaglio is a financial advisor at PFS Investments Inc., a firm located in Duluth, Georgia. William has been a financial advisor for over 10 years. He is registered with the state of Pennsylvania as an Investment Advisor Representative. William has a Series 63, Series 6, and Series 65 license. He has worked as a teacher in various school districts for several years, and has been with PFS Investments Inc. for over 5 years. William also has affiliations with Primerica Financial Services, Primerica Mortgage, LLC, and Primerica Client Services, Inc. William focuses on advising individuals and businesses on their investment needs.
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
PA
06/03/2019 - Present
PFS Investments Inc. (QUAKERTOWN PA)
NA
01/21/1994 - 12/31/1994
CADARET, GRANT & CO., INC.
IA
Issued 03/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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