Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cone has been in the financial industry for over 25 years. William has experience in the investment industry, having worked at PFS Investments Inc. since 1993. William is currently located in Livermore, California. William is a Series 6, 26 and 63 licensed representative and is registered to provide investment services in California, Idaho, and Pennsylvania. William is a principal at PFS Investments Inc.
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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CA
05/20/2002 - Present
PFS Investments Inc. (LIVERMORE CA)
GA
03/29/1999 - 12/31/1999
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/09/1993 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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