Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harvey is a registered representative with PFS Investments Inc. and has been in the financial industry since August 1984. David is also an Investment Advisor Representative and is registered with the state of Ohio. David is licensed to offer financial advice and products to individuals, corporations, and charitable organizations. In addition to their registration with PFS Investments Inc. David is also registered in the following states: Florida, Indiana, Kentucky, Massachusetts, Ohio, and Tennessee. David can assist with portfolio management, investment advice, and other financial planning 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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OH
10/27/2011 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 02/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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