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Ursula Shawon Wilson is a financial advisor professional located in Opelika, AL. They specialize in financial advisory. With over 5 years of experience, they bring deep expertise to every client.
Ursula Shawon Wilson - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Ursula Shawon Wilson operates Pfs Investments Inc. in Opelika, Alabama, providing financial advisory services. With five years in business, Wilson brings experience in personal financial planning and investment guidance. The firm holds a FINRA CRD license, which regulates securities professionals and investment advisors at the federal level. Clients working with Wilson can expect guidance on portfolio management, investment strategy, and financial planning aligned with their individual circumstances and goals.
A FINRA CRD (Central Registration Depository) license indicates the advisor is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and investment professionals in the United States. This registration means the advisor has met baseline competency requirements, passed required exams, and is subject to ongoing compliance oversight and continuing education standards. FINRA registration provides a layer of regulatory accountability and consumer protection, allowing clients to verify the advisor's licensing status and disciplinary history through public databases.