Unclaimed
William James Murphy is a financial advisor with PFS Investments Inc., a firm that has been in business since 1982. William has been in the financial industry since 1982. The firm's main office is located in Duluth, Georgia. PFS Investments Inc. offers a wide range of financial services, including portfolio management for individuals. William is a licensed securities representative and investment adviser representative in Pennsylvania.
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
PA
09/07/1982 - Present
PFS Investments Inc. (EXTON PA)
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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