Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alonso is a registered representative with PFS Investments Inc. Daniel holds both Series 6TO and SIE licenses and has been in the industry since November 2019. Daniel works with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. PFS Investments Inc. is a financial services firm that provides investment management services to individuals, corporations, and charitable organizations. The firm has a strong focus on serving the needs of high-net-worth clients. PFS Investments Inc. has been in business for over 25 years and has a proven track record of success.
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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FL
11/11/2019 - Present
PFS Investments Inc. (MIAMI LAKES FL)
BC
Issued 11/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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