Unclaimed
David Stalker is a financial advisor with PFS Investments Inc., a company based in Duluth, Georgia. David has been working in the financial industry since June 28, 2006. David holds the Series 6, Series 63, and SIE licenses. David can provide investment advice and portfolio management 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
NY
08/03/2021 - Present
PFS Investments Inc. (CANANDAIGUA NY)
NY
10/19/2005 - 12/03/2007
PFS INVESTMENTS INC. (ROCHESTER NY)
BC
Issued 02/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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