Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Easton Roberts is a financial advisor with PFS Investments Inc., based in Abilene, Texas. David has been working in the financial services industry since 1995 and is registered in Texas and several other states. David specializes in helping individuals with their financial planning and portfolio management needs. David offers a range of financial services including investment advice and portfolio management.
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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TX
11/20/2019 - Present
PFS Investments Inc. (ABILENE TX)
IA
Issued 10/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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