Unclaimed
Daniel Guadalupe MacIas is a financial professional with over 16 years of experience in the industry. Daniel is registered with PFS Investments Inc. in Denver, Colorado. Daniel has experience providing investment advice to a wide range of clients, including individuals, businesses, and charitable organizations. Daniel is also a registered representative of PFS Investments Inc. and holds Series 6, 26, and 63 securities licenses. Daniel specializes in providing investment advice and portfolio management 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
CO
08/23/2018 - Present
PFS Investments Inc. (DENVER CO)
AZ
08/19/2004 - 10/04/2010
PFS INVESTMENTS INC. (PHOENIX AZ)
BC
Issued 08/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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