Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sherman Wilcott is a financial advisor with over 30 years of experience in the industry. William is registered with PFS Investments Inc. and holds the Series 6, Series 26, and Series 63 licenses. William has a strong track record of providing financial advice to individuals, families, and businesses. William is committed to providing personalized financial advice that meets the unique needs of each client.
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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TX
10/28/1985 - Present
PFS Investments Inc. (ARLINGTON TX)
BC
Issued 02/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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