Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Donnellan Reynolds is a financial advisor with PFS Investments Inc. David has been in the financial industry since August 14, 2003. Prior to joining PFS Investments Inc., David worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., and WAMU Investments, Inc. David is a registered investment advisor representative with a Series 65 license. David specializes in providing financial planning and portfolio management services to individuals.
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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CA
04/04/2018 - Present
PFS Investments Inc. (SALINAS CA)
CA
10/01/2012 - 09/21/2016
J.P. MORGAN SECURITIES LLC (GILROY CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCOTTS VALLEY CA)
CA
10/22/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (MORGAN HILL CA)
GA
03/28/2002 - 10/14/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/02/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/09/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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