Unclaimed
William John Ruday is a financial advisor with over 20 years of experience in the industry. William is currently registered with PFS Investments Inc., a firm with over 8 billion dollars in regulatory assets under management. William specializes in providing financial advice to individuals. He is a Series 6 and Series 26 registered principal and holds the Series 63 license. William has been licensed in Florida and Georgia since 2010 and is currently registered in 7 states.
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
01/06/2010 - Present
PFS Investments Inc. (JACKSONVILLE FL)
FL
09/23/2002 - 12/31/2009
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BC
Issued 12/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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