Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Truckley is a financial professional with over 25 years of experience in the securities industry. David is currently registered with PFS Investments Inc. in Carnegie, Pennsylvania. David previously worked with PFS Investments Inc. in Duluth, Georgia. David holds the Series 6, SIE, and Series 63 licenses. 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.
1
2
PA
01/02/2008 - Present
PFS Investments Inc. (CARNEGIE PA)
GA
11/29/1993 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Truckley is the right advisor for you? Invested Better is here to help.
