Unclaimed
David Layne Jackson is a financial advisor with PFS Investments Inc., registered with the state of Georgia since 2012. David has been in the financial industry since 1998 and has experience with a variety of firms, including SunTrust Investment Services, Inc., GPC Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Waterhouse Investor Services, Inc., UBS PaineWebber Inc., and Argent Securities, Inc. David has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. David specializes in providing advisory services to individuals and businesses, helping them with their financial planning needs.
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
GA
04/10/2012 - Present
PFS Investments Inc. (DULUTH GA)
GA
11/16/2011 - 01/10/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
02/06/2006 - 09/30/2011
GPC SECURITIES, INC. (ATLANTA GA)
NY
02/06/2006 - 09/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
02/05/2004 - 10/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
08/30/2000 - 05/13/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NE
11/20/1998 - 08/21/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
GA
06/01/1998 - 10/20/1998
ARGENT SECURITIES, INC. (ATLANTA GA)
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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