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Yvette S Williams

PFS Investments Inc.

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About Yvette S Williams

Yvette Williams is a registered representative with PFS Investments Inc., with over 10 years of experience in the financial services industry. Yvette is also a certified Life Coach with over 10 years of experience. Yvette Williams is licensed in Ohio and Arizona. Yvette has been with PFS Investments Inc. since April 2019. Prior to joining PFS Investments Inc., Yvette worked for various firms including RushTrade Securities, Integrity Trading, Inc., Worthington Securities, L.L.C., Samco Financial Services, Inc., and Protrader Securities Corporation. Yvette Williams provides investment advice for individuals, businesses, and charitable organizations.

Firm Information

Yvette Williams is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yvette Williams’s Registration & Firm History

OH

06/05/2019 - Present

PFS Investments Inc. (BEACHWOOD OH)

IL

08/30/2004 - 11/04/2004

RUSHTRADE SECURITIES (CHICAGO IL)

NY

11/06/2003 - 08/30/2004

INTEGRITY TRADING, INC. (NEW YORK NY)

TX

03/06/2003 - 08/25/2003

WORTHINGTON SECURITIES, L.L.C. (DALLAS TX)

AZ

12/06/2002 - 02/07/2003

SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)

TX

01/20/2000 - 06/15/2001

PROTRADER SECURITIES CORPORATION (AUSTIN TX)

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Licenses & Designations

BC

Issued 10/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2004

Series 30 - NFA Branch Manager Examination

BC

Issued 11/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 04/18/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/22/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yvette S Williams.
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