Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Parke is a financial advisor with PFS Investments Inc. with over 20 years of experience in the financial industry. David Parke holds a Series 4, 7, 24, 55, 63, 65 and SIE license. David Parke specializes in providing financial planning services to individuals.
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.
1
2
PA
06/01/2020 - Present
PFS Investments Inc. (CHALFONT PA)
AZ
05/08/2006 - 05/16/2006
ECHOTRADE LLC (PHOENIX AZ)
NY
04/10/2002 - 04/15/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
10/15/1998 - 04/19/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
BC
Issued 06/13/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Parke is the right advisor for you? Invested Better is here to help.
