Unclaimed
Daniel Feeney is a registered representative with PFS Investments Inc. Daniel has been in the industry for 20 years and holds the Series 6TO, Series 63, and SIE licenses. Daniel specializes in providing investment advice to individual clients and is registered in the state of Texas.
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.
1
2
ID
06/23/2023 - Present
PFS Investments Inc. (BOISE ID)
BC
Issued 10/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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