Unclaimed
Daniel Mitchell is an investment advisor representative with PFS Investments Inc. Daniel is licensed in Florida. Daniel holds Series 6 and Series 63 licenses. Daniel is registered with FINRA and is a registered investment advisor representative with PFS Investments Inc. PFS Investments Inc. offers a wide range of financial products and services, including investment advisory, financial planning, and portfolio management services. The firm's mission is to provide clients with personalized financial advice and guidance to help them achieve their financial goals. Daniel specializes in investment company products.
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
01/12/2011 - Present
PFS Investments Inc. (JACKSONVILLE FL)
FL
06/16/2010 - 12/31/2010
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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