Unclaimed
David Wayne Hall is a financial advisor registered with PFS Investments Inc. since August 1996. David has been in the securities industry since November 1996. David is currently registered in Colorado, Maryland, Michigan, and Ohio. David holds Series 6, 26, and 63 securities licenses. 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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2
OH
11/07/2011 - Present
PFS Investments Inc. (HUBER HEIGHTS OH)
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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