Unclaimed
David Deberry is a financial advisor with over 11 years of experience in the industry. David is registered with PFS Investments Inc. and is licensed to provide investment advice in multiple states. David holds licenses for Series 6, 26, and 63. David has worked with individual and business clients, providing financial planning and investment management services.
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
OH
10/04/2012 - Present
PFS Investments Inc. (DUBLIN OH)
BC
Issued 06/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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