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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Daniels is an investment advisor representative with PFS Investments Inc. Benjamin has been in the industry since September 19, 2017 and is licensed in Maine, California, Massachusetts, New Hampshire and Washington. Benjamin offers portfolio management services for individuals. PFS Investments Inc., a company headquartered in Duluth, GA, is an investment advisor that has been in business for many years. The firm primarily provides portfolio management for individuals and charitable organizations.
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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ME
01/11/2023 - Present
PFS Investments Inc. (BIDDEFORD ME)
ME
08/09/2018 - 12/31/2022
PFS INVESTMENTS INC. (BIDDEFORD ME)
ME
04/16/2013 - 03/04/2014
PFS INVESTMENTS INC. (SANFORD ME)
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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