Unclaimed
David Bender is a financial advisor with PFS Investments Inc. based in Lititz, PA. David Bender has been in the financial industry since 2018. David Bender is licensed to provide investment advice in Indiana and Pennsylvania and is registered with FINRA as a Registered Representative and the state of Pennsylvania as an Investment Advisor Representative. David Bender is also a Series 6 and Series 63 licensee. David Bender may provide other investment-related products and services.
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
PA
10/12/2023 - Present
PFS Investments Inc. (LITITZ PA)
IA
Issued 09/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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