Unclaimed
David Israel Real is a registered representative with PFS Investments Inc. David has been in the industry since 2019. David holds the Series 6TO and the SIE. David works with a variety of clients including high-net-worth individuals, corporations, and individuals. PFS Investments Inc. is a financial services firm based in Duluth, Georgia. The firm specializes in portfolio management for individuals, and has over 8 billion dollars in assets under management.
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
TX
09/23/2019 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 09/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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