Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Larson is a financial advisor with PFS Investments Inc. David has been in the financial industry since November 2020 and has licenses in California, Idaho, North Dakota, Utah and Washington. David is a registered representative with FINRA and holds the Series 6, Series 63, Series 26 and SIE licenses. PFS Investments Inc. is a financial firm with a focus on providing financial advice and portfolio management services to individuals, corporations and charitable organizations.
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
ID
11/07/2020 - Present
PFS Investments Inc. (MERIDIAN ID)
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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