Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eric Brodt has been a registered representative in the financial services industry since January 2004. David is currently registered with PFS Investments Inc. and holds the Series 6, Series 63, and SIE licenses. David is licensed to sell securities in Florida, Indiana, New Jersey, and Pennsylvania. David primarily works with individuals, but also has experience working with charitable organizations and corporations.
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
PA
01/14/2004 - Present
PFS Investments Inc. (OREFIELD PA)
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Brodt is the right advisor for you? Invested Better is here to help.
