Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Paul Wegner has been in the financial services industry since 1987. William is currently registered as a broker with PFS Investments Inc., and is licensed to sell securities in Arizona, California, Colorado, and Wisconsin. William holds the Series 6, 63, and 26 securities licenses, and the SIE exam. William has been with PFS Investments Inc. since 1987. PFS Investments Inc. provides portfolio management services for individuals, and specializes in financial advice.
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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AZ
06/24/1987 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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