Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Terrian is a financial advisor with PFS Investments Inc., a firm based in Duluth, Georgia, with more than 3,500 financial advisors. David has been in the securities industry since April 1993. He is a licensed Investment Advisor Representative in Michigan and holds several industry licenses, including Series 6, Series 63, Series 26 and Series 65. David also holds a Registered Nurse license.
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
03/13/2018 - Present
PFS Investments Inc. (GRAND BLANC MI)
IA
Issued 02/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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