Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Maultsby is a registered investment advisor representative with PFS Investments Inc. David has been in the financial services industry since 2007 and has passed several industry exams, including Series 6, Series 63, and Series 65. David is registered to provide investment advice in Kentucky. David may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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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KY
03/08/2016 - Present
PFS Investments Inc. (LOUISVILLE KY)
KY
03/01/2008 - 06/15/2010
PFS INVESTMENTS INC. (LOUISVILLE KY)
IA
Issued 10/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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