Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J. Carter is an investment advisor representative with PFS Investments Inc. in MANDEVILLE, LA. Daniel has been in the industry for 13 years. Daniel has a series 6, 7, 66, and SIE. Daniel's firm, PFS Investments Inc. is a broker-dealer and investment advisor with over 3,500 employees and over $8 billion in assets under management. PFS Investments Inc. primarily serves high-net-worth individuals and corporations and offers a range of investment products and services, including financial planning, portfolio management, and investment advisory services. Daniel may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related 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
LA
05/10/2023 - Present
PFS Investments Inc. (MANDEVILLE LA)
LA
07/26/2018 - 03/20/2019
EDWARD JONES (SLIDELL LA)
BOTH
Issued 08/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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