Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lance Cheshire is a financial advisor associated with PFS Investments Inc. David has been in the financial services industry since 1996. David has been registered with the state of Utah since 1996 and with the state of Wyoming since 2007. David holds the Series 6, Series 26 and Series 63 securities licenses, and has passed the SIE exam. David's firm, PFS Investments Inc., is based in Duluth, GA, and has over 3500 registered representatives. PFS Investments Inc. offers a range of investment advisory services, including portfolio management for 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
UT
08/14/1996 - Present
PFS Investments Inc. (LAYTON UT)
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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