Unclaimed
Dave Tuilau Satele is a financial professional with PFS Investments Inc. Dave has been in the financial industry for over a year, starting in June 2021. Dave is registered to provide investment advice in multiple states across the country. Dave holds the Series 6TO, Series 63, and SIE licenses.
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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UT
10/25/2021 - Present
PFS Investments Inc. (SPRINGVILLE UT)
BC
Issued 11/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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