Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Crespo is a registered representative with PFS Investments Inc. David has over 11 years of experience in the financial services industry. David is licensed in New Hampshire, Florida, and Vermont. David has a Series 6, Series 63, and Series 65 license. David has been with PFS Investments Inc. since 2012. In addition to his work at PFS Investments Inc., David is also licensed to sell investment-related products for companies affiliated with PFS Investments Inc.
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
NH
07/06/2023 - Present
PFS Investments Inc. (MANCHESTER NH)
NH
09/13/2016 - 11/22/2021
MUTUAL OF AMERICA SECURITIES LLC (Bedford NH)
MA
09/13/2016 - 11/20/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Boston MA)
NH
03/12/2012 - 08/30/2016
PFS INVESTMENTS INC. (MANCHESTER NH)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Crespo is the right advisor for you? Invested Better is here to help.
