Unclaimed
William David Compere is a financial advisor at PFS Investments Inc. William has been in the industry since August 16, 2011 and holds the Series 6, Series 65 and SIE licenses. William has been with PFS Investments Inc. since February 2011. William is registered with the state of Maryland as both a broker-dealer and investment advisor.
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
MD
01/10/2022 - Present
PFS Investments Inc. (CROFTON MD)
IA
Issued 12/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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