Unclaimed
William Edward Quayle is a financial advisor registered with PFS Investments Inc. William has been in the securities industry since 1983 and is licensed to provide investment advisory services in Ohio and Texas. William is also registered as a broker-dealer in Arizona, Florida, Maryland, Massachusetts, Ohio, and Texas.
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
OH
11/23/2021 - Present
PFS Investments Inc. (NORTH ROYALTON OH)
IA
Issued 03/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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