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David Lionel Samuel

PFS Investments Inc.

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About David Lionel Samuel

David Samuel is a financial professional with over 17 years of experience in the financial services industry. David has a strong background in securities and investment advisory services, and is currently registered with PFS Investments Inc. in New Jersey. David is also registered with the state of New Jersey, California, Connecticut, Delaware, Georgia, Illinois, New York, Pennsylvania, South Carolina, Texas, and Virginia. David has a passion for helping clients reach their financial goals, and is committed to providing personalized service and expert advice. David's previous work experience includes a role at Wachovia Securities, LLC and PFS Investments Inc.

Firm Information

David Samuel is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Samuel’s Registration & Firm History

NJ

12/10/2024 - Present

PFS Investments Inc. (ROCKAWAY NJ)

NJ

12/07/2005 - 09/21/2006

WACHOVIA SECURITIES, LLC (SUMMIT NJ)

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Licenses & Designations

BC

Issued 09/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/21/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lionel Samuel.
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