Unclaimed
David Brost is a registered representative with PFS Investments Inc. David is a securities professional with over 39 years of experience in the financial services industry. David holds the Series 6, 26, and 63 securities licenses and is registered with the state of Illinois. David specializes in portfolio management for individuals and has a strong understanding of the investment company products and variable contracts. David has a demonstrated history of providing high-quality financial advice and investment services to clients.
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
IL
01/26/1984 - Present
PFS Investments Inc. (ORLAND PARK IL)
BC
Issued 03/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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