Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilhite is a financial advisor with Purshe Kaplan Sterling Investments. David has been in the industry since September 23, 1999, and is currently registered with FINRA as well as the states of Tennessee, Florida, Kentucky, Mississippi, North Carolina, Oklahoma and Arizona. David holds the Series 6, Series 26 and Series 63 licenses, as well as the SIE exam. David was previously with PFS INVESTMENTS INC.
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.
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.
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TN
05/20/2022 - Present
Purshe Kaplan Sterling Investments (Brentwood TN)
TN
09/24/1999 - 06/08/2022
PFS INVESTMENTS INC. (BRENTWOOD TN)
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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