Unclaimed
Dana Christine Frydenger is a financial advisor with PFS Investments Inc. Dana is registered with the state of Illinois as an Investment Advisor Representative and a Registered Representative. Dana has been in the financial services industry since 2017. Dana has passed the Series 6, Series 63, and Series 65 exams. Dana's current branch office is located in Springfield, Illinois. In addition to her work with PFS Investments Inc., Dana also receives 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.
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IL
02/14/2022 - Present
PFS Investments Inc. (SPRINGFIELD IL)
IA
Issued 01/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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