Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Switalla is a registered representative with PFS Investments Inc. in Columbus, Georgia. William has been in the securities industry since November 2021. William is licensed to provide securities related services in Alabama, Arizona, Georgia, Minnesota, North Carolina, Texas, Virginia, and Wisconsin. William has passed the Series 63, Series 6TO and SIE exams. William specializes in providing investment advice and portfolio management for individuals.
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
GA
11/12/2021 - Present
PFS Investments Inc. (COLUMBUS GA)
BC
Issued 06/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Switalla is the right advisor for you? Invested Better is here to help.
