Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Crockett is a financial advisor at PFS Investments Inc., based in San Jose, CA. David has been in the financial industry since 2003, specializing in investment company products and variable contracts. David has a Series 6, Series 26, Series 63, and Series 65 licenses, and is registered in California, Nevada, and North Carolina. In addition to financial advising, David may also receive compensation from affiliated companies for the sale of loan products, home security and automation products, and other home related 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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CA
01/31/2022 - Present
PFS Investments Inc. (SAN JOSE CA)
IA
Issued 12/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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