Unclaimed
William Christopher Bruner is a financial advisor with PFS Investments Inc. in Alpharetta, GA. William has been in the industry since April 7, 2022 and specializes in investment company products/variable contracts. William has passed the Series 63, Series 6TO, Series 26 and SIE exams. William is registered to offer securities in 8 states including Alabama, Connecticut, Florida, Georgia, Kentucky, Louisiana, North Carolina and Tennessee.
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
GA
04/08/2022 - Present
PFS Investments Inc. (ALPHARETTA GA)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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