Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Kellogg is a financial advisor currently registered with PFS Investments Inc. in Austin, Texas. Daniel is a Series 6, 7, 63 and 66 licensed professional. Daniel has been in the industry since 2009 and previously worked with Edward Jones in Oviedo, Florida. Daniel's professional experience and expertise are focused on 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
TX
09/04/2020 - Present
PFS Investments Inc. (AUSTIN TX)
FL
03/17/2009 - 09/01/2010
EDWARD JONES (OVIEDO FL)
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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