Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mobley is a registered investment advisor representative with PFS Investments Inc. David has been in the securities industry for over 20 years and has a Series 63, Series 65, Series 26, and Series 6TO licenses. David is registered in 12 states. David provides investment advisory services for individuals and may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. David holds the position of President for Tandi Enterprises, Inc., the legal entity for David's Primerica business.
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
04/12/2024 - Present
PFS Investments Inc. (DAVIE FL)
IA
Issued 03/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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