Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Minder is a financial advisor registered in Michigan, Colorado, and Texas. David has been in the financial services industry since February 2021, and is currently employed by PFS Investments Inc., which has offices in Kalamazoo, Michigan and Duluth, Georgia. David has passed Series 63, Series 6TO and SIE exams and specializes in providing financial advice to individuals. PFS Investments Inc. primarily manages portfolios for individual and high-net-worth clients.
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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MI
02/19/2021 - Present
PFS Investments Inc. (KALAMAZOO MI)
BC
Issued 03/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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