Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Niles is a financial professional with over 15 years of experience in the industry. Dane is a registered representative with PFS Investments Inc. and provides investment advisory services to individual and corporate clients. Dane is licensed in Florida and holds the Series 6, 63, 65 and 26 licenses.
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
FL
06/04/2014 - Present
PFS Investments Inc. (SUNRISE FL)
MI
06/10/2009 - 12/31/2010
PFS INVESTMENTS INC. (SOUTHFIELD MI)
GA
08/15/2006 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dane Niles is the right advisor for you? Invested Better is here to help.
