Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greer is a financial professional with over 30 years of experience in the financial services industry. David is currently registered with PFS Investments Inc. and is licensed to offer investment advice in Idaho. David has a strong background in investment company products and variable contracts and has held Series 6, 22, 63, SIE, and 6TO licenses.
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
ID
01/22/2024 - Present
PFS Investments Inc. (MERIDIAN ID)
GA
06/06/1994 - 09/29/1997
WMA SECURITIES, INC. (DULUTH GA)
FL
06/15/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
10/04/1983 - 11/25/1986
CENTURY 21 SECURITIES CORPORATION
BC
Issued 02/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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