Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jones is a financial advisor with PFS Investments Inc. located in LAKE CITY, FL. David has been in the financial industry since 1987 and specializes in investment company products and variable contracts. David is registered with FINRA and holds Series 6, Series 7, and Series 63 licenses. David has been with PFS Investments Inc. since 2004.
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
FL
01/21/2004 - Present
PFS Investments Inc. (LAKE CITY FL)
NA
08/20/1987 - 10/05/1988
THE STUART-JAMES COMPANY, INCORPORATED
BC
Issued 12/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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