Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Crabtree is a financial advisor with over 20 years of experience in the industry. David is registered to offer securities and investment advice in Indiana and Kentucky. David has a series 6 and series 63 license, as well as a Series 26 license. David currently works for PFS Investments Inc., a firm that offers a variety of financial services to individuals, businesses and charitable organizations. David works out of the Fort Wright, Kentucky office.
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
KY
08/06/2003 - Present
PFS Investments Inc. (FT WRIGHT KY)
BC
Issued 08/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Crabtree is the right advisor for you? Invested Better is here to help.
