Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davis Washington has been a financial professional since 2006. He is a licensed agent in Georgia and holds the Series 7, Series 63, Series 66, Series 79, and SIE licenses. William is currently with PFS Investments Inc. Prior to joining PFS Investments Inc., William was with Securities America, Inc., Investcorp, Inc., and Edward Jones. He is located in McDonough, GA and specializes in 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.
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GA
01/24/2024 - Present
PFS Investments Inc. (MCDONOUGH GA)
GA
07/17/2020 - 12/07/2023
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
05/14/2008 - 07/17/2020
INVESTACORP, INC. (ATLANTA GA)
GA
06/20/2006 - 05/16/2008
EDWARD JONES (UNION CITY GA)
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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