Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Baldwin is a financial professional with over 18 years of experience in the industry. David is a registered representative of PFS Investments Inc. and holds the Series 6, Series 63, and SIE licenses. David specializes in portfolio management for individuals. David has been with PFS Investments Inc. since 2017, and has been serving clients in Southfield, MI since 2017. David is registered to offer securities in Michigan and Ohio.
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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MI
01/28/2020 - Present
PFS Investments Inc. (SOUTHFIELD MI)
MI
03/14/2017 - 12/31/2019
PFS INVESTMENTS INC. (SOUTHFIELD MI)
GA
07/27/2001 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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