Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Edward Herbert is a registered representative with PFS Investments Inc. based in Farmington Hills, MI. Willie has been in the industry since August 2000. Willie has passed the Series 6, Series 63, and Series 65 exams. Willie holds current registrations in Georgia and Michigan as a broker. Willie is also registered in Michigan as an investment advisor representative. Willie also works for Primerica Financial Services, where they sell investment-related 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.
1
2
MI
05/25/2023 - Present
PFS Investments Inc. (FARMINGTON HILLS MI)
IA
Issued 05/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Willie Herbert is the right advisor for you? Invested Better is here to help.
