Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Lee Ford is a financial advisor who has been in the financial industry since January 31, 1998. Willie is currently registered with PFS Investments Inc. and is located in MONTCLAIR, CA. Willie is a Series 6, 26, and 63 licensed advisor.
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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CA
09/28/1999 - Present
PFS Investments Inc. (MONTCLAIR CA)
GA
03/26/1999 - 07/29/1999
PFS INVESTMENTS INC. (DULUTH GA)
GA
09/10/1996 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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