Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alva Verney is a financial professional with over 8 years of experience in the industry. David is currently registered with PFS Investments Inc. David is licensed in Florida, Massachusetts, and New Hampshire. David holds Series 6 and Series 63 licenses as well as the SIE. David specializes in portfolio management for individuals and has experience working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. PFS Investments Inc. has a total of over $8 billion in assets under management and serves a variety of clients including individuals, businesses, and charitable organizations.
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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NH
01/20/2023 - Present
PFS Investments Inc. (LONDONDERRY NH)
NH
03/21/2015 - 12/31/2022
PFS INVESTMENTS INC. (LONDONDERRY NH)
BC
Issued 02/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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