Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Lynn Desocio is a registered representative at PFS Investments Inc., a firm based in Duluth, Georgia. Dana Lynn Desocio has been in the securities industry since August 15, 2005 and is currently registered with the firm in Pennsylvania. Dana Lynn Desocio is a licensed series 6, 63 and SIE representative with a strong focus on investment company products and variable contracts. Dana Lynn Desocio specializes in providing financial planning and portfolio management services to individuals and has a proven track record of success in managing assets for clients.
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
PA
08/15/2005 - Present
PFS Investments Inc. (CARNEGIE PA)
BC
Issued 01/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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