Unclaimed
David Alan Diehl is a financial advisor with PFS Investments Inc. David has been in the industry since 1984 and has experience providing investment advisory services to individual clients. David has a number of licenses and registrations in a variety of states. David holds the Series 6, 63, 26 and 65 licenses. David is registered as a broker in Delaware, Florida, Georgia, New Jersey, New York, Pennsylvania, Tennessee, Texas, and Virginia. David is also a registered investment advisor in Pennsylvania and Texas. David also works with clients through Diehl Financial Group.
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
PA
03/16/2021 - Present
PFS Investments Inc. (QUAKERTOWN PA)
IA
Issued 07/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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