Unclaimed
David Dicindio is a financial advisor at PFS Investments Inc. David has been in the financial industry since 2012 and is licensed to provide financial advice in California, Florida, New Jersey, New York, and Pennsylvania. David is a Series 6 and 26 licensed advisor and holds a Series 63 license. He also holds the SIE exam qualification. PFS Investments Inc. is a financial firm based in Duluth, Georgia with over 3500 employees and over 8 billion in assets under management. PFS Investments Inc. specializes in financial advice for individuals, businesses, and charitable organizations.
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
FL
06/18/2012 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
BC
Issued 07/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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