Unclaimed
William John Trotter is a financial professional with over 18 years of experience in the industry. He is a registered representative with PFS Investments Inc. and holds the Series 6 and SIE licenses. William has been with PFS Investments Inc. since July 2004 and is based in East Rutherford, New Jersey. William's areas of expertise include investment company products and variable contracts.
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
NJ
07/14/2004 - Present
PFS Investments Inc. (EAST RUTHERFORD NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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