Unclaimed
David Johnstun is a registered investment advisor representative with PFS Investments Inc. in Houston, TX. David has been in the industry since 2014 and has a Series 65, Series 66, and Series 26 license. David also holds a Series 7 and SIE license and is registered in several states including Arizona, California, Missouri, North Carolina, Tennessee, Texas, Utah, and Washington. David is also a licensed agent for Primerica Financial Services.
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
TX
01/03/2020 - Present
PFS Investments Inc. (HOUSTON TX)
TX
10/15/2014 - 04/05/2019
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
NY
05/17/2014 - 08/11/2014
DREXEL HAMILTON, LLC (NEW YORK NY)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 8/8/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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