Unclaimed
David Winthrop Shuker is a financial advisor at PFS Investments Inc., a company based in Duluth, GA. David has been working in the financial industry since 1993. David holds licenses for both securities and investment advisory services. David has a proven track record of success in providing financial advice to individuals, corporations, and charitable organizations. David currently resides in Nashua, NH.
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
NH
09/18/2014 - Present
PFS Investments Inc. (NASHUA NH)
IA
Issued 08/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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