Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee Williams is a financial professional with over 30 years of experience in the industry. Daniel is currently registered with PFS Investments Inc. Daniel holds Series 6 and Series 63 licenses as well as the SIE exam. Daniel has provided investment advice and financial services to individual clients in the state of Georgia since 2004, and currently holds licenses to provide advisory services in Georgia, Florida, Minnesota, Missouri, New York, Texas, and Virginia.
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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GA
01/17/2012 - Present
PFS Investments Inc. (ATLANTA GA)
GA
06/17/2004 - 12/31/2011
PFS INVESTMENTS INC. (ATLANTA GA)
GA
10/05/1989 - 06/15/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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