Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pollard is a financial advisor at PFS Investments Inc. He has over 14 years of experience in the financial services industry. David is registered with the state of Kansas and has passed the Series 6, 63, 26, and 65 exams. He specializes in portfolio management for individuals. David is dedicated to providing personalized financial advice to help clients reach their financial goals.
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
FL
07/05/2018 - Present
PFS Investments Inc. (TAMPA FL)
IA
Issued 08/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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