Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bella? Claim Your ProfileBella David is a financial professional with PFS Investments Inc. Bella is registered to conduct business in New York. Bella has been in the industry for over two years. Bella holds the Series 63, Series 6TO and SIE licenses. Bella is based in Rego Park, New York. PFS Investments Inc. is based in Duluth, Georgia and offers financial planning and portfolio management services for individuals.
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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NY
02/05/2020 - Present
PFS Investments Inc. (REGO PARK NY)
BC
Issued 06/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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