Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Rowlands is a financial professional with over 20 years of experience in the industry. Dana is currently registered with PFS Investments Inc., in California. Dana has Series 6 and SIE securities licenses and is also registered in New Jersey. Dana has a long history with PFS Investments Inc., having previously worked for them in New Jersey and Georgia. Dana specializes in investment company products and variable contracts.
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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CA
09/06/2011 - Present
PFS Investments Inc. (MISSION VIEJO CA)
NJ
09/20/2007 - 12/31/2010
PFS INVESTMENTS INC. (HASBROUCK HEIGHTS NJ)
GA
02/21/2001 - 06/06/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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