Unclaimed
William Lewis Lightsey is a registered representative with PFS Investments Inc. William has over 30 years of experience in the financial services industry. William's primary focus is providing financial advice and investment management services to individuals and families. William is licensed to sell securities in Indiana, New York, Texas and Virginia. William holds the Series 6, Series 63, and SIE licenses. William is committed to providing his clients with personalized service and tailored financial solutions.
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
IN
07/08/1993 - Present
PFS Investments Inc. (MERRILLVILLE IN)
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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