Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Davis is a registered investment advisor with PFS Investments Inc., and has been in the industry since May 2002. Daniel's expertise is in the sale of investment-related products. He has a Series 6 and Series 63 license and is registered in Arkansas and California. He is also registered with FINRA and the state of Arkansas as a Registered Representative. Daniel has extensive experience in working with individuals, corporations, and charitable organizations. His areas of expertise include financial planning, portfolio management, and retirement planning.
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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CA
01/09/2024 - Present
PFS Investments Inc. (BURBANK CA)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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