Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Magee is a financial advisor registered with PFS Investments Inc. based in Mansfield, TX. David has been in the industry since March 6, 1999 and has a broad range of experience in the financial services field. David has passed the Series 6, 26, and 63 exams, as well as the Securities Industry Essentials (SIE) exam. David is also registered as a financial advisor in Indiana and Texas. David focuses on helping clients with portfolio management for individuals.
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
TX
06/18/2001 - Present
PFS Investments Inc. (MANSFIELD TX)
NA
03/17/1988 - 06/28/1990
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 06/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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