Unclaimed
David Calzaretta is an active broker and investment advisor representative. David has been in the industry since June 19, 2000. David is currently registered with PFS Investments Inc. in Tyler, Texas, having started work with the firm in June 2000. David has 7 state registrations and has passed the Series 6, Series 26, and Series 63 exams. David is also registered with FINRA.
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
TX
06/20/2000 - Present
PFS Investments Inc. (TYLER TX)
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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