Unclaimed
Donald Richards is a registered investment advisor representative with PFS Investments Inc. located in West Chester, Ohio. Donald has been in the securities industry since June 12, 2011, and has held the Series 6 and Securities Industry Essentials (SIE) licenses. Donald is licensed to provide investment advice in Ohio.
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
OH
10/16/2012 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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