Unclaimed
David Andrew Freda is an investment advisor representative with PFS Investments Inc., a firm based in Duluth, GA. David Andrew Freda has been in the industry since March 2023 and is registered with the state of New Jersey. David Andrew Freda specializes in providing portfolio management services 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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2
NJ
02/06/2024 - Present
PFS Investments Inc. (PARAMUS NJ)
IA
Issued 01/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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