Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Warden is an active investment professional with extensive experience in the financial services industry. David has been in the industry for over 20 years and holds both Series 6 and Series 63 licenses, along with Series 26. David is currently registered with PFS Investments Inc. and is licensed to provide investment advice and services in Florida. David has previously worked with PFS Investments Inc. in Duluth, GA, prior to their current branch location in Orlando, FL.
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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2
FL
09/06/2018 - Present
PFS Investments Inc. (ORLANDO FL)
GA
07/31/1999 - 06/15/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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