Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Creswell is a registered investment advisor representative with PFS Investments Inc. Daniel is also registered as an Investment Advisor Representative in North Carolina. Daniel has been in the financial services industry since July 2021. Daniel has obtained multiple licenses, including Series 63, Series 65, Series 26, and Series 6TO. Daniel is also a registered representative of Primerica Financial 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
TN
11/07/2022 - Present
PFS Investments Inc. (KNOXVILLE TN)
IA
Issued 10/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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