Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Samuel White is a financial advisor with PFS Investments Inc. based in N LAS VEGAS, NV. David has been in the industry since 2020 and holds the Series 63, Series 6TO, and SIE licenses. David is registered in Nevada and Virginia. David is currently associated with PFS Investments Inc. and has been with the firm since August 28, 2020. The firm has 3510 licensed agents, 3515 investment advisor representatives, 3582 registered representatives, 3560 investment advisory functions, and 0 adviser representatives for other investment advisers. PFS Investments Inc. manages $8.46 Billion of regulatory assets under management, and $8.46 Billion of those assets are discretionary. The firm is headquartered in DULUTH, GA. PFS Investments Inc. offers a range of financial services, including portfolio management for 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.
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NV
08/28/2020 - Present
PFS Investments Inc. (N LAS VEGAS NV)
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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