Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brochu is a financial professional with over 25 years of experience in the industry. David is registered with PFS Investments Inc. and is licensed to provide investment advisory services in Massachusetts, New Hampshire, and Texas. David holds multiple securities licenses, including Series 6, 63, 26, and 65. David offers a variety of investment services, including portfolio management for individuals. David is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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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2
NH
07/26/2024 - Present
PFS Investments Inc. (LONDONDERRY NH)
IA
Issued 10/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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