Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Luna is a financial professional with over 6 years of experience in the industry. Daniel is currently registered with PFS Investments Inc. Daniel has obtained the Series 6, Series 63, Series 26 and SIE licenses and is currently registered in New York. Daniel specializes in portfolio management for individuals. Daniel has worked in the financial services industry since 2017, and was previously employed by PFS Investments Inc. in New York, NY. Prior to this, Daniel was employed by PFS Investments Inc. in Long Island City, NY.
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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NY
03/26/2024 - Present
PFS Investments Inc. (LONG ISLAND CITY NY)
NY
01/22/2020 - 10/26/2023
PFS INVESTMENTS INC. (LONG ISLAND CITY NY)
NY
10/16/2017 - 12/31/2019
PFS INVESTMENTS INC. (NEW YORK NY)
BC
Issued 10/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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