Unclaimed
David Lee Clutter is a registered investment advisor representative with PFS Investments Inc. David has been in the industry since May 2003 and has experience in providing investment advice to individuals. David Clutter is registered with the state of Tennessee as a broker-dealer and investment advisor representative, and also holds Series 6, 63, 26 and 65 licenses. David Clutter is a licensed agent in Georgia, Kentucky, Ohio, and Tennessee. David Clutter also has experience in the sale of investment-related products, and may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
TN
08/09/2011 - Present
PFS Investments Inc. (PORTLAND TN)
IA
Issued 06/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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