Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Morris is a financial professional with PFS Investments Inc. based in Glen Burnie, MD. David has been in the industry since August 2014 and is registered with the state of Maryland and five other states. He is a Series 6, Series 26 and Series 63 licensed representative and holds the SIE certification. David specializes in portfolio management 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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MD
08/25/2014 - Present
PFS Investments Inc. (GLEN BURNIE MD)
BC
Issued 04/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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