Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wickland is a financial advisor with PFS Investments Inc. William is a licensed Series 6, Series 26 and Series 63 representative, holding these licenses since 2008. William has been active in the financial services industry since 2008. PFS Investments Inc., is based in Duluth, GA and is a Registered Investment Advisor with approximately $8.5 billion in regulatory assets under management. PFS Investments Inc. provides investment management services to a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations and other businesses.
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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2
TX
06/26/2008 - Present
PFS Investments Inc. (LINDALE TX)
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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