Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Hartwell Deer is a registered representative of PFS Investments Inc. based in Atlanta, GA. Dana has been in the financial services industry for over 12 years. Dana currently holds a Series 63, Series 65 and a Series 26. In addition to PFS Investments Inc., Dana has also been affiliated with Primerica Financial Services, Treatwell Music and Entertainment, Inc., and Keller Williams. Dana is a resident of Atlanta, GA and specializes in investment advisory 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
GA
09/25/2024 - Present
PFS Investments Inc. (ATLANTA GA)
IA
Issued 09/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dana Deer is the right advisor for you? Invested Better is here to help.
