Unclaimed
David Hammer is a financial professional licensed in New Jersey and New York. David has been in the financial services industry since 2021. David is associated with PFS Investments Inc. and provides portfolio management services to individuals. David is also a registered representative of PFS Investments Inc. and has passed the Series 63, Series 65, and Series 6TO exams. David is also licensed to sell investment company products/variable contracts. David has a strong focus on portfolio management and has worked with clients to help them achieve their financial goals.
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
03/24/2021 - Present
PFS Investments Inc. (CHALFONT PA)
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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