Unclaimed
William Theodore Bezkor Jr. is a financial advisor with over 28 years of experience in the industry. William is registered as a Registered Representative and Investment Advisor Representative and holds Series 6, 63, 26, and 65 licenses as well as the SIE. William works at PFS Investments Inc. in Hoover, Alabama, where he provides portfolio management for individuals and has assets under management of over $8 billion dollars. William has previous experience with Primerica Financial Services and Rent Office STES, and may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products.
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
AL
01/12/2018 - Present
PFS Investments Inc. (HOOVER AL)
IA
Issued 01/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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