Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Woughter is a financial professional who has been in the industry since May 2006. William is registered with PFS Investments Inc., a firm that specializes in offering investment advisory services to individuals, corporations, and charitable organizations. William has a wide range of experience and holds a Series 6, Series 63, Series 65, and Series 26 licenses. William provides investment advice, portfolio management, and other financial services to clients in Texas and Virginia. William is committed to helping clients reach their financial goals and providing them with the highest level of service.
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
TX
07/19/2012 - Present
PFS Investments Inc. (TEMPLE TX)
IA
Issued 07/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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