Unclaimed
David Harwood is a financial professional with over 28 years of experience in the financial industry. David is currently a Registered Representative at PFS Investments Inc. and has been with the firm since 1994. David is registered in Colorado and holds the Series 6, Series 63 and SIE licenses. David is able to provide financial planning, portfolio management and investment advice 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
CO
03/28/2014 - Present
PFS Investments Inc. (BRIGHTON CO)
CO
09/06/1994 - 02/28/2014
PFS INVESTMENTS INC. (WESTMINSTER CO)
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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