Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Banks is a registered representative with PFS Investments Inc. in Tallahassee, FL. William is a Series 6 and Series 63 licensed professional. William has been in the industry since 1998 and has experience in securities. William's current employment with PFS Investments Inc. began in December 2006. Previously, William was employed with PFS Investments Inc. in Duluth, GA. William has experience in portfolio management for individuals. William has experience serving clients including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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
FL
12/07/2006 - Present
PFS Investments Inc. (TALLAHASSEE FL)
GA
01/02/1998 - 07/17/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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