Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel G. Navarro is a registered representative with PFS Investments Inc. based in San Jose, CA. Daniel has been in the financial industry since May 2020. Daniel specializes in investment company products and variable contracts. Daniel's expertise in the financial industry is demonstrated through the successful completion of several professional exams, including the Series 6TO, Series 26, and Series 63.
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
05/18/2020 - Present
PFS Investments Inc. (SAN JOSE CA)
BC
Issued 06/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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