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Our History

Warren Wilson is a financial planner       


PRUCO Securities Corporation 1996-2002

Wilson Financial Services – 1996 present

Certified Mutual Fund Counselor – 2007 present

 

State Securities Law Exam

Series 65 - Uniform Investment Adviser Law Examination

Nov 5, 1998

Series 63 - Uniform Securities Agent State Law Examination

May 20, 1996

General Industry/Products Exam

Series 7 - General Securities Representative Examination

Dec 16, 1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

May 20, 1996