Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fagen has been in the financial industry since June 1999. David is a Registered Representative and Investment Advisor Representative of PFS Investments Inc. and holds the Series 6, 63, 65 and 26 licenses. David's current employment with PFS Investments Inc. began in January 1999. David's prior employment was with Primerica Financial Services. PFS Investments Inc. is an affiliate of Primerica Financial Services. David is registered to provide investment advice and services in the following states: Arizona, Colorado, Florida, Illinois, Indiana, Massachusetts, Missouri, Montana, Texas, and Wisconsin.
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
WI
07/25/2011 - Present
PFS Investments Inc. (MADISON WI)
IA
Issued 02/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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