Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lafortune is a financial advisor with PFS Investments Inc. based in EDMOND, OK. William has been in the financial services industry since 2021. William holds the Series 63, Series 6TO, and SIE licenses. William is registered with the state of Oklahoma and Texas. William specializes in providing financial advice and portfolio management for individuals.
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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OK
08/30/2021 - Present
PFS Investments Inc. (EDMOND OK)
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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