Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Welland has been in the financial services industry since March 4, 1987. David is a Certified Financial Planner™ professional and is currently registered with PFS Investments Inc., based in Ellisville, MO. David is a Registered Representative (Series 6, 22, and 63). David has experience with investments, insurance, and financial planning and has worked with a variety of clients, including individuals, corporations, and charitable organizations. David has been with PFS Investments Inc. since May 2003, and previously worked with Conservative Financial Services, Inc., American Classic Securities, Inc., First American National Securities, Inc., IDS Life Insurance Company, IDS Marketing Corporation, and IDS Financial 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.
1
2
MO
01/12/2016 - Present
PFS Investments Inc. (ELLISVILLE MO)
MO
07/07/1998 - 02/14/2003
CONSERVATIVE FINANCIAL SERVICES, INC. (FARMINGTON MO)
FL
06/10/1991 - 04/15/1998
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
01/06/1988 - 05/28/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
11/16/1984 - 03/07/1986
IDS LIFE INSURANCE COMPANY
NA
11/16/1984 - 03/07/1986
IDS MARKETING CORPORATION
NA
11/16/1984 - 03/06/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 02/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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