Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coates is a financial professional with PFS Investments Inc. David has been in the industry since June 23, 2015 and has held a Series 6 license since June 24, 2015. David is also a Series 63 and SIE licensed representative. He has passed the Uniform Securities Agent State Law Examination and is registered in Georgia and Pennsylvania. PFS Investments Inc. is a full-service investment firm that offers a variety of financial products and services. David has a strong commitment to providing his clients with personalized financial advice and guidance.
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
06/24/2015 - Present
PFS Investments Inc. (DECATUR GA)
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Coates is the right advisor for you? Invested Better is here to help.
