Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey David Davis is a financial advisor at PFS Investments Inc., with over 10 years of experience in the industry. Davis's primary focus is on portfolio management for individuals. Davis also has experience with the sale of investment-related products for companies affiliated with PFS Investments Inc.. Davis also has experience in the sale of mortgage products, home security and automation products, as well as other home-related services.
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
OH
11/28/2012 - Present
PFS Investments Inc. (CINCINNATI OH)
OH
12/16/2009 - 12/31/2009
PFS INVESTMENTS INC. (MASON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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