Unclaimed
David Lawrence Halmasy is a financial advisor who has been in the industry since February 1990. David is a registered representative with PFS Investments Inc. and holds the Series 6 and Securities Industry Essentials (SIE) licenses. David has a branch office in Akron, Ohio.
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
OH
02/23/1990 - Present
PFS Investments Inc. (AKRON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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