Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Petrey is a financial advisor who has been in the industry since September 24, 2017. David is currently registered with PFS Investments Inc. in Fort Worth, Texas. David is a Series 6, Series 26, and Series 63 licensed professional. He is also a SIE licensed professional.
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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TX
09/25/2017 - Present
PFS Investments Inc. (FORT WORTH TX)
BC
Issued 11/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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