Unclaimed
Daniel Miller is a financial professional with PFS Investments Inc. Daniel holds a Series 6 and Series 63 license and has been in the industry since August 2007. Daniel is located in Cranberry Township, Pennsylvania and is registered with the state of Pennsylvania.
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
PA
08/13/2007 - Present
PFS Investments Inc. (CRANBERRY TWP PA)
BC
Issued 06/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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