Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Connelly is a financial advisor with PFS Investments Inc. Daniel has been in the industry since August 13, 1992 and is currently registered in 17 states, including Florida. Daniel has been with PFS Investments Inc. since March 1992 and is a registered representative. In addition to financial services, Daniel may also receive compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products, as well as other home related services. Daniel's primary focus is on providing financial advice to 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.
1
2
FL
01/20/2025 - Present
PFS Investments Inc. (SARASOTA FL)
IA
Issued 10/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Connelly is the right advisor for you? Invested Better is here to help.
