Unclaimed
Dan Fairchild is a financial advisor with PFS Investments Inc. Dan is registered with the state of Florida and holds Series 6, 26, 63 and 65 licenses. Dan has been in the securities industry since July 11, 2010, and has experience with providing financial planning, and portfolio management services. Dan has a current registration with the state of Florida, along with 22 other states.
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
FL
06/16/2016 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 09/30/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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