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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bouchard is an investment advisor representative with PFS Investments Inc. David is registered with the state of Maine as a Registered Investment Advisor (IA) and is licensed as a Broker-Dealer (BC). David is a licensed professional who is committed to providing clients with personalized financial guidance and investment strategies. David has over 28 years of experience in the financial services industry. Before joining PFS Investments Inc., David worked for Primerica Financial Services and Isamax Snacks Inc. David is a valuable resource for clients seeking investment advice and financial planning 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
ME
07/01/2019 - Present
PFS Investments Inc. (BELFAST ME)
IA
Issued 06/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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