Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel David Petty is a financial advisor with PFS Investments Inc. Daniel has been in the financial services industry since August 7, 2000. Daniel has a series 6, 26, and 63 license. He is licensed in Ohio and Indiana. Daniel is a registered investment advisor in Ohio. Daniel has been with Primerica Financial Services since February of 2000 and with PFS Investments Inc. since June of 2000. Daniel provides financial advice to individuals, businesses, and charitable organizations. Daniel's services include investment management, financial planning, and insurance. Daniel is committed to helping clients reach their financial goals.
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
OH
11/02/2011 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 8/7/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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