Unclaimed
Dana Olague is a financial advisor with PFS Investments Inc., working from the Rogers, AR branch. Dana joined the financial services industry in 2013 and has extensive experience in helping clients develop and implement personalized financial strategies. Dana holds a Series 6 and Series 63 licenses, as well as the Series 26 and SIE exams. This demonstrates Dana's commitment to staying informed on the latest market trends and best practices. Dana is registered to provide financial advice in Arkansas, California, Louisiana, and Missouri.
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
AR
01/07/2013 - Present
PFS Investments Inc. (ROGERS AR)
BC
Issued 04/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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