Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Danahy is a financial advisor with PFS Investments Inc. Dan has been in the financial services industry since December 6, 1994. Dan is registered in Florida and New York. Dan holds Series 6, 26 and 63 licenses. Dan also offers investment-related products as a part-time or full-time role for companies affiliated with PFS Investments Inc. Dan may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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.
1
2
NY
08/03/2021 - Present
PFS Investments Inc. (ALBANY NY)
BC
Issued 11/5/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/29/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/5/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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