Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Smathers Birch is a financial advisor who has been working in the industry since May 28, 2013. William is currently registered with PFS Investments Inc. and is located in Bloomsburg, Pennsylvania. William holds a Series 6, 63, 26 and SIE license and has previous experience with PFS Investments Inc. and H.D. VEST INVESTMENT SERVICES.
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.
1
2
PA
10/21/2019 - Present
PFS Investments Inc. (BLOOMSBURG PA)
PA
10/14/2005 - 01/04/2007
H.D. VEST INVESTMENT SERVICES (FORTY FORT PA)
GA
10/15/1998 - 12/15/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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