Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shawn Stanley is an investment advisor with PFS Investments Inc. David is registered with the state of Indiana as a broker-dealer (BC). David has been active in the industry since May 2023, and is currently located in Indianapolis, Indiana. David offers portfolio management for individuals and has specialized expertise in investment company products, variable contracts.
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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IN
05/31/2023 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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