Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Epler has been in the financial services industry since September 18, 1986. David is currently registered with PFS Investments Inc. and has been with the firm since October 1988. Prior to joining PFS Investments Inc., David was registered with FIRST AMERICAN NATIONAL SECURITIES, INC. from March 21, 1986 to May 3, 1988. David is licensed to provide investment advice and securities products to individuals and businesses. David is also licensed to provide investment advice in Florida, Indiana, Kentucky, Michigan, Ohio, Oklahoma, South Carolina, Virginia and West Virginia.
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
WV
09/14/2018 - Present
PFS Investments Inc. (PARKERSBURG WV)
NA
03/21/1986 - 05/03/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 03/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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