Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dave? Claim Your ProfileDave Henry is a registered investment advisor representative with PFS Investments Inc. Dave is based in LYNBROOK, NY and has been in the industry since February 23, 2016. Dave is licensed in Florida, Georgia, Maryland, Massachusetts, New Jersey, and New York. Dave Henry offers investment advisory services for individuals and has been affiliated with PFS Investments Inc. since January 2016. Dave also may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
08/03/2021 - Present
PFS Investments Inc. (LYNBROOK NY)
BC
Issued 01/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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