Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Szatkowski is a financial advisor at PFS Investments Inc. Daniel has been in the industry since April 22, 2009. Daniel is registered with the state of New York and Texas, and has a Series 6, Series 26, Series 63 and SIE license. Daniel also has experience with EHR Financial Group, a company affiliated with PFS Investments Inc.
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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NY
01/02/2020 - Present
PFS Investments Inc. (VALLEY STREAM NY)
BC
Issued 06/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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