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 Wallace is a financial advisor with PFS Investments Inc., a company with over 3,500 licensed agents and 5,980,000 accounts managed. David has over 30 years of experience in the financial industry and holds the Series 6, 63, 26 and 65 licenses. David is registered with the state of Alabama and is also registered with FINRA. David provides a range of financial services, including portfolio management for individuals. David has a branch office located at 719 SOUTH MEMORIAL DR in Prattville, AL.
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
AL
04/05/2016 - Present
PFS Investments Inc. (PRATTVILLE AL)
IA
Issued 03/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Wallace is the right advisor for you? Invested Better is here to help.
