Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vangorder is a financial advisor who has been working in the industry since May 3, 2011. David is currently registered with PFS Investments Inc. and has held previous registrations with several firms including LPL Financial LLC, ESL Investment Services, LLC and First Securities USA, INC.. David has passed the Series 63, Series 6, Series 7 and SIE exams. David is registered in New York and is approved for both state and FINRA registration. David has experience in providing investment advisory services and specializing in investment companies.
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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2
NY
01/21/2022 - Present
PFS Investments Inc. (CANANDAIGUA NY)
NY
01/21/2021 - 12/31/2021
PFS INVESTMENTS INC. (CANANDAIGUA NY)
NY
10/08/2019 - 12/31/2020
PFS INVESTMENTS INC. (CANANDAIGUA NY)
NY
09/16/2016 - 09/27/2019
LPL FINANCIAL LLC (NEWARK NY)
NY
09/30/2016 - 09/24/2019
ESL INVESTMENT SERVICES, LLC (NEWARK NY)
NY
11/19/2015 - 09/16/2016
PFS INVESTMENTS INC. (CANANDAIGUA NY)
CA
08/19/1996 - 12/06/1996
FIRST SECURITIES USA, INC. (IRVINE CA)
CA
12/01/1994 - 09/06/1996
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
MO
01/29/1993 - 11/03/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
MN
08/21/1992 - 10/26/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/1992 - 10/26/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/09/1991 - 06/26/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BC
Issued 11/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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