Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McPherson is a financial advisor with over 19 years of experience in the industry. David is currently registered with PFS Investments Inc. David is also registered with the states of Florida and Georgia. David has been associated with PFS Investments Inc. since 2013. Prior to that, David held positions with PNC Investments, BB&T Investment Services, Inc., Colonial Brokerage, Inc., Ameriprise Financial Services, Inc., Wachovia Securities, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. David has Series 7 and Series 66 licenses. David provides portfolio management for individuals. David is also licensed to sell investment-related products. David is also licensed to sell loan products, home security and automation products, as well as other home related 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.
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2
CO
06/21/2021 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
FL
12/09/2013 - 12/31/2019
PFS INVESTMENTS INC. (CORAL SPRINGS FL)
FL
08/31/2012 - 08/23/2013
PNC INVESTMENTS (CORAL SPRINGS FL)
FL
02/19/2010 - 08/31/2011
BB&T INVESTMENT SERVICES, INC. (FT. LAUDERDALE FL)
AL
11/04/2008 - 09/21/2009
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
FL
09/10/2007 - 09/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
09/09/2003 - 07/23/2007
WACHOVIA SECURITIES, LLC (TAMARAC FL)
MN
11/09/2001 - 05/13/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/2001 - 05/13/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 6/7/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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