Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Daniels is a financial advisor with PFS Investments Inc. in Duluth, GA. Andrea has been in the financial services industry since 2009, and has held previous positions at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WELLS FARGO ADVISORS, LLC. Andrea holds Series 7, 63, and 65 licenses, as well as the SIE exam. Andrea specializes in providing financial advice to individuals and businesses.
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
GA
04/11/2024 - Present
PFS Investments Inc. (DULUTH GA)
GA
09/12/2019 - 09/08/2022
MORGAN STANLEY (Duluth GA)
GA
04/24/2012 - 09/13/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
GA
08/03/2009 - 06/03/2011
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
IA
Issued 06/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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