Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Clayton Birkenmayer is a financial professional with over 40 years of experience in the industry. Wilson has been registered with PFS Investments Inc. since 2001 and is currently located in Westminster, Colorado. Prior to joining PFS Investments Inc., Wilson was a registered representative with PENTAD SECURITIES, INC. in Sun City, Arizona and PFS Investments Inc. in Duluth, Georgia. Wilson has a wide range of experience, and holds the Series 63, Series 00, Series 6TO, SIE and Series 1 licenses. Wilson is committed to providing clients with personalized financial advice and helping them 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.
1
2
CO
11/20/2001 - Present
PFS Investments Inc. (WESTMINSTER CO)
AZ
07/19/1999 - 05/03/2000
PENTAD SECURITIES, INC. (SUN CITY AZ)
GA
06/07/1991 - 04/28/1999
PFS INVESTMENTS INC. (DULUTH GA)
NA
09/16/1985 - 11/27/1990
G. R. PHELPS & CO., INC.
NA
08/31/1979 - 01/07/1985
CAPITAL ANALYSTS, INCORPORATED
NA
12/18/1974 - 01/30/1975
BIRKENMAYER INVESTMENTS, LTD.
NA
02/22/1971 - 12/18/1974
BIRKENMEYER BELL PITTMAN & COMPANY INC
BC
Issued 06/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1974
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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