Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coolidge Torry has been in the financial industry since August 19, 1987. David is currently registered with PFS Investments Inc. and is licensed in Louisiana, Mississippi and Texas. David has a Series 6, Series 26 and Series 63 license. David works out of the PFS Investments Inc. office located in HARVEY, LA. David's areas of expertise include portfolio management for individuals.
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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LA
08/20/1987 - Present
PFS Investments Inc. (HARVEY LA)
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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