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 Montgomery is an investment advisor representative at PFS Investments Inc. PFS Investments Inc. provides financial advice to individuals, corporations, charitable organizations, and high net worth individuals. David has been active in the industry since December 2021 and holds Series 63, 65, and 26 licenses, as well as the SIE. David is registered in 13 states.
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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TN
08/12/2022 - Present
PFS Investments Inc. (GALLATIN TN)
IA
Issued 06/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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