Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Colorado is a financial advisor associated with PFS Investments Inc. David has been in the industry since February 23, 2023. David is registered in California and has passed the Series 63, Series 6TO and SIE exams. David specializes in financial planning for 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
02/24/2023 - Present
PFS Investments Inc. (GLENDALE CA)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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