Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid James Epler is a Registered Representative associated with PFS Investments Inc. David has over 19 years of experience in the financial services industry. David is registered with the state of Oklahoma and West Virginia. David can help individuals with financial and investment planning. David is also a Series 6 and Series 63 licensed professional.
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
12/07/2018 - Present
PFS Investments Inc. (PARKERSBURG WV)
GA
03/20/2000 - 06/15/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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