Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coombs is an Investment Advisor Representative with PFS Investments Inc. David has been in the securities industry since July 15, 1998. David is licensed to provide investment advisory services in Wyoming. David has Series 6, Series 26, Series 63, and Series 65 licenses, as well as the SIE.
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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WY
11/05/2020 - Present
PFS Investments Inc. (CASPER WY)
IA
Issued 11/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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