Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Lee is a registered investment advisor representative with PFS Investments Inc. David has been in the financial services industry since 1988 and has worked with a variety of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, and charitable organizations. David holds a Series 63, Series 65, Series 6TO, and SIE license. David is also a licensed insurance agent and offers a variety of financial products and 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
GA
10/28/2020 - Present
PFS Investments Inc. (SMYRNA GA)
IA
Issued 10/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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