Unclaimed
David Kenneth Engelmeyer is a financial advisor registered with PFS Investments Inc.. David has been a financial advisor since 2009. David is licensed in Colorado, Florida, Indiana, Iowa, Kansas, Nebraska, New Jersey, Oklahoma, and Texas. David has passed the Series 6, Series 26, and Series 63 exams. David's firm, PFS Investments Inc., is a financial advisory firm that provides financial planning and portfolio management services to individuals.
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
NE
09/06/2017 - Present
PFS Investments Inc. (OMAHA NE)
GA
10/14/1998 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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