Unclaimed
Daniel Cadar is a financial professional registered with PFS Investments Inc. based in SANTA FE SPRINGS, CA. Daniel holds the Series 6, 63 and 26 licenses and is also a registered representative of the firm. Daniel specializes in providing portfolio management for 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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2
CA
02/20/2021 - Present
PFS Investments Inc. (SANTA FE SPRINGS CA)
BC
Issued 04/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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