Unclaimed
Ross Arthur Davidson is a registered representative with PFS Investments Inc. Ross is based in Chalfont, PA, and has been in the financial industry since March 31, 2021. Ross holds the Series 63, Series 6TO, and SIE licenses. He is registered with the state of Minnesota and is currently licensed in 6 states: California, Florida, Georgia, Indiana, Minnesota, and Oklahoma. Ross specializes in providing portfolio management services for 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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2
PA
04/01/2021 - Present
PFS Investments Inc. (CHALFONT PA)
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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