Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Colliton is an investment advisor representative with PFS Investments Inc. David's main office is in Denver, Colorado, and is also registered in Wisconsin. David has been in the industry since 1998. David has Series 6, 26, 63 and 65 licenses. David is registered as an investment advisor in Colorado, Wisconsin and Wyoming. In addition to PFS Investments Inc., David is also affiliated with Plus Consultants.
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
CO
04/11/2018 - Present
PFS Investments Inc. (DENVER CO)
IA
Issued 06/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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