Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Sims is a financial professional with over 20 years of experience in the industry. Willie is currently registered with PFS Investments Inc. in Hattiesburg, Mississippi. Willie has held previous roles with HD Vest Investment Services and PFS Investments Inc. in Hattiesburg and Duluth, Georgia. Willie holds Series 6 and Series 63 licenses and the SIE exam. Willie specializes in 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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2
MS
09/12/2018 - Present
PFS Investments Inc. (HATTIESBURG MS)
MS
05/20/2013 - 06/07/2018
HD VEST INVESTMENT SERVICES (Hattiesburg MS)
MS
11/06/2006 - 09/10/2012
PFS INVESTMENTS INC. (HATTIESBURG MS)
GA
08/10/1994 - 02/04/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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