Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cherrington Smith is a registered investment advisor representative with PFS Investments Inc. David has been in the securities industry since 1982. David is registered with the state of Michigan. David holds FINRA Series 6, 7, 26, 63 and 65 licenses, as well as the SIE designation.
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.
1
2
MI
12/14/2012 - Present
PFS Investments Inc. (WIXOM MI)
NA
11/24/1992 - 08/30/1993
REYNOLDS KENDRICK STRATTON, INC.
NA
08/30/1982 - 02/09/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 05/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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