Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William White is a financial advisor at PFS Investments Inc. with over 25 years of experience in the financial industry. David has a Series 6, Series 63, and SIE licenses. David is currently registered with the state of Wisconsin. David's expertise lies in providing financial advice to individuals.
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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WI
09/27/2018 - Present
PFS Investments Inc. (APPLETON WI)
WI
11/03/2008 - 08/19/2014
PFS INVESTMENTS INC. (GREENVILLE WI)
GA
07/24/1989 - 10/09/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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