Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Vonah is a financial advisor at PFS Investments Inc., a firm that provides financial planning and portfolio management services to individuals, corporations and charitable organizations. David Michael Vonah has been in the financial services industry since 2015 and is licensed to sell securities in California. David Michael Vonah's areas of expertise include Investment Company Products/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
CA
07/20/2023 - Present
PFS Investments Inc. (FRESNO CA)
CA
02/23/2021 - 06/01/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Fresno CA)
CA
08/24/2015 - 01/15/2021
PFS INVESTMENTS INC. (FRESNO CA)
BC
Issued 09/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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