Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Barrett is a registered representative with PFS Investments Inc. William has been in the securities industry since May 1998. William is registered with the state of Illinois. PFS Investments Inc. is headquartered in Duluth, Georgia. William has been with PFS Investments Inc. since January 2008. William holds the Series 6, Series 63, and SIE exams.
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
IL
01/03/2008 - Present
PFS Investments Inc. (SOUTH HOLLAND IL)
GA
07/19/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/15/1998 - 07/11/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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