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 Simons is a registered representative with PFS Investments Inc. Willie has been working in the securities industry since 2016. Willie holds Series 6, SIE and Series 63 licenses and is registered in California, Florida, Georgia, and Texas. PFS Investments Inc. is a Registered Investment Advisor that has offices across the United States, and has approximately $8.5 billion in assets under management. Their advisory services include 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.
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GA
01/03/2017 - Present
PFS Investments Inc. (VALDOSTA GA)
GA
08/31/2016 - 12/23/2016
PFS INVESTMENTS INC. (VALDOSTA GA)
BC
Issued 01/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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