Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry W. Davy is a registered representative with PFS Investments Inc., and is licensed in Ohio and Michigan. Terry has been in the industry for over 1 year and has passed the Series 6TO, Series 63 and SIE exams. Terry W. Davy works at the Columbus, OH branch of PFS Investments Inc. Terry W. Davy's primary focus is in portfolio management 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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OH
07/10/2023 - Present
PFS Investments Inc. (COLUMBUS OH)
BC
Issued 05/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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