Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Colbert is a financial professional with over 25 years of experience in the financial industry. William has been registered with PFS Investments Inc. since 2008. Previously, William worked for PFS Investments Inc. in Lithonia, GA. William is licensed to sell securities in Arizona, Florida, Georgia, Mississippi and South Carolina. William holds the Series 6, Series 63, and SIE securities licenses.
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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GA
01/04/2008 - Present
PFS Investments Inc. (DECATUR GA)
GA
06/03/1997 - 12/31/2007
PFS INVESTMENTS INC. (LITHONIA GA)
BC
Issued 06/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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