Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Marsh is a financial advisor with over 3 years of experience in the industry. David is registered with PFS Investments Inc. in Michigan. David has passed the Series 63, Series 6TO, and SIE exams. David is committed to providing personalized financial advice to help clients reach their financial goals.
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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MI
05/10/2024 - Present
PFS Investments Inc. (HIGHLAND MI)
MI
07/08/2020 - 09/05/2023
PFS INVESTMENTS INC. (HIGHLAND MI)
BC
Issued 10/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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