Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gilbert is a financial professional with over 25 years of experience in the industry. David is registered with PFS Investments Inc. as a registered representative and investment advisor representative in Tennessee. David has a wide range of experience and holds numerous securities licenses. He is committed to providing clients with personalized financial advice and strategies to help them reach 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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TN
02/04/2025 - Present
PFS Investments Inc. (MOUNT JULIET TN)
IA
Issued 05/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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