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David Kwame Moyston

PFS Investments Inc.

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About David Kwame Moyston

David Moyston is a financial advisor registered with PFS Investments Inc., where he has been employed since September 2016. David is also employed with Primerica Financial Services since April 2016. Prior to that, David was employed with Alton Clark Realty, WW Grainger, Inc., and SunTrust Bank. David is registered in the state of Florida as both a broker-dealer and investment advisor representative. He is also registered as a broker-dealer in Georgia, Maryland, New Jersey, New York, Texas, and Virginia. David has passed the Series 63, Series 6, Series 26, and SIE examinations.

Firm Information

David Moyston is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Moyston’s Registration & Firm History

FL

10/04/2023 - Present

PFS Investments Inc. (ORLANDO FL)

FL

05/29/2009 - 08/11/2011

SIGNATOR INVESTORS, INC. (MAITLAND FL)

FL

01/28/2008 - 03/23/2009

FIFTH THIRD SECURITIES, INC. (ORLANDO FL)

FL

03/14/2006 - 07/31/2006

AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)

NY

12/12/2005 - 02/03/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Kwame Moyston.
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