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Denisha R Davis

PFS Investments Inc.

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About Denisha R Davis

Denisha R. Davis is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. Denisha is a licensed professional in multiple states. Denisha has experience in the financial services industry since 2017. Denisha has a Series 6, Series 26, Series 63, and Series 65 license and is a registered Investment Adviser Representative in Florida and California. Denisha works at the PFS Investments Inc. office in West Palm Beach, Florida. Denisha also owns and runs Business Savvy 365 which provides accounting and tax preparation services.

Firm Information

Denisha Davis is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denisha Davis’s Registration & Firm History

FL

11/18/2024 - Present

PFS Investments Inc. (WEST PALM BEACH FL)

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Licenses & Designations

IA

Issued 03/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denisha R Davis.
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