Unclaimed
Daniel Marlow is a registered representative with PFS Investments Inc., an investment advisor registered with the SEC. Daniel is a licensed investment advisor representative in Ohio. Daniel is currently registered with the state of Ohio as a licensed investment advisor representative. Daniel has been in the securities industry for over 4 years. Daniel's firm offers a variety of investment advisory services, including portfolio management for individuals. Daniel may also receive non-investment related compensation from Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
OH
11/20/2019 - Present
PFS Investments Inc. (FINDLAY OH)
BC
Issued 10/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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