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Daniel Maltby

PFS Investments Inc.

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About Daniel Maltby

Daniel Maltby is a registered representative of PFS Investments Inc. located in WEST CHESTER, PA. Daniel has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Daniel has been in the industry since 2007 and is registered with the state of Pennsylvania.

Firm Information

Daniel Maltby is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Maltby’s Registration & Firm History

PA

12/02/2024 - Present

PFS Investments Inc. (WEST CHESTER PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Maltby.
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