Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Bonsanti is an investment advisor representative with PFS Investments Inc. Dan has been in the financial services industry since July 24, 1988. Dan is registered with the state of Florida and Texas. Dan is a licensed agent and investment advisor representative, holds a Series 6, Series 63, Series 26 and Series 65 licenses. Dan's office is located at 10300 SW 72ND STREET, SUITE 324, Miami, FL 33173. Dan also owns and operates a business named DABON MUSIC, LLC. Dan can also provide services to other investment advisors.
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
02/04/2019 - Present
PFS Investments Inc. (MIAMI FL)
IA
Issued 04/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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