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 is a financial professional with over 10 years of experience in the industry. David is currently registered with PFS Investments Inc. and has a Series 6 license. David has a strong track record of providing investment advice and financial planning services to individuals, high-net-worth individuals, and corporations. David is committed to providing personalized service and helping clients achieve their financial goals.
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
01/13/2021 - Present
PFS Investments Inc. (HARVEY LA)
LA
01/23/2019 - 12/31/2020
PFS INVESTMENTS INC. (HARVEY LA)
LA
06/22/2016 - 12/31/2018
PFS INVESTMENTS INC. (HARVEY LA)
LA
01/23/2015 - 12/31/2015
PFS INVESTMENTS INC. (HARVEY LA)
LA
01/28/2014 - 12/31/2014
PFS INVESTMENTS INC. (HARVEY LA)
LA
05/28/2010 - 01/06/2014
PFS INVESTMENTS INC. (GRETNA LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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