Unclaimed
David Manuel Ramos is a financial professional with over 10 years of experience in the industry. David is a registered representative of PFS Investments Inc. and is licensed to provide investment advice in multiple states. David has extensive experience in the financial services industry, specializing in investment company products and variable contracts.
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
05/09/2014 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
BC
Issued 02/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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