Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sunderland is a financial advisor with PFS Investments Inc. David has been working in the financial services industry since June 20, 2003, and has been with PFS Investments Inc. since January 22, 2007. David has a Series 6, Series 63 and SIE licenses. David is registered to provide securities advice in Texas. David specializes in Investment Company Products/Variable Contracts.
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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TX
01/22/2007 - Present
PFS Investments Inc. (MANSFIELD TX)
GA
03/10/2003 - 10/10/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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