Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bettie? Claim Your ProfileBettie Daniels is a registered representative with PFS Investments Inc. with a focus on providing investment advice and portfolio management services to individuals. Bettie has been working in the securities industry since 1988. She has a strong understanding of investment principles and is committed to helping her clients achieve their financial goals. Bettie holds the Series 6, Series 26, and Series 63 licenses. Bettie Daniels is registered with the state of Wyoming.
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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WY
05/10/2011 - Present
PFS Investments Inc. (CODY WY)
WY
05/16/1988 - 12/31/2010
PFS INVESTMENTS INC. (CODY WY)
BC
Issued 05/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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