Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McNeill is a registered representative with PFS Investments Inc., a firm with a strong focus on individual portfolio management. William is also a registered agent in New York and has been in the financial industry since 2020. William holds the Series 6TO, Series 63, and SIE licenses. PFS Investments Inc. is a firm based in Duluth, Georgia, with over 59,808 clients. The firm primarily provides portfolio management for individuals and offers a range of compensation arrangements including percentage of assets.
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
NY
08/13/2022 - Present
PFS Investments Inc. (NEW YORK NY)
NY
12/16/2019 - 02/25/2022
PFS INVESTMENTS INC. (NEW YORK NY)
BC
Issued 05/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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