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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jason Ogles is a registered investment advisor representative with PKS Advisory Services, LLC, a firm that provides financial planning, pension consulting, and portfolio management services. William has been in the industry since 2003 and has a wide range of experience in both brokerage and investment advisory services. He is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 26, 63 and 65 licenses. William has previously been employed by PFS Investments Inc. and has a history of providing investment-related services in various capacities, including fixed insurance sales.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
12/04/2023 - Present
PKS Advisory Services, LLC (Brentwood TN)
TN
01/17/2003 - 06/16/2022
PFS INVESTMENTS INC. (MURFREESBORO TN)
IA
Issued 03/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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