Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aaron Woodring is a financial professional with over 20 years of experience in the industry. Daniel is currently a registered representative with PFS Investments Inc., a firm headquartered in Duluth, GA. Daniel specializes in providing investment advice to individuals.
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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GA
10/14/2011 - Present
PFS Investments Inc. (DULUTH GA)
GA
12/02/2004 - 12/06/2005
PFS DISTRIBUTORS, INC. (DULUTH GA)
VA
03/13/2000 - 03/26/2001
JOHNSON CAPITAL, L L C (RICHMOND VA)
VA
07/27/2000 - 03/16/2001
MATRIX PRIVATE EQUITIES, INC. (RICHMOND VA)
CA
04/03/2000 - 03/16/2001
FALLBROOK CAPITAL CORPORATION (CALABASAS CA)
GA
12/08/1999 - 02/24/2000
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
BOTH
Issued 10/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/11/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/12/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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