Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Harold Schwartz is a registered representative with PFS Investments Inc. in BURNSVILLE, Minnesota. Dale has been in the financial services industry since 2010. Dale holds the Series 6, Series 63, and SIE licenses. Dale is registered in Arizona, Florida, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin. PFS Investments Inc. has 3,510 licensed agents, 3,515 investment adviser representatives, and 3,582 registered representatives. The firm manages approximately $8,461,983,895 in regulatory assets under management.
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
MN
10/06/2010 - Present
PFS Investments Inc. (BURNSVILLE MN)
BC
Issued 09/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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