Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilmard? Claim Your ProfileWilmard Pierre-louis has been in the financial services industry since May 1991. Wilmard is a registered representative and investment advisor representative with PFS Investments Inc. Wilmard is licensed in Florida. Wilmard has passed the Series 6, Series 26, and Series 65 exams. Wilmard has experience in providing investment advice to individuals, corporations, and charitable organizations. Wilmard's primary focus is on helping clients achieve their financial goals.
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
FL
10/13/2011 - Present
PFS Investments Inc. (MIRAMAR FL)
IA
Issued 07/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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