Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mark Torkelson is a financial professional with PFS Investments Inc., a firm with a strong focus on providing investment advice to individuals, corporations, and charitable organizations. Daniel is registered with the state of Indiana and has a strong background in the securities industry. His professional qualifications include the Series 63, Series 6TO, and Series 26 exams. His commitment to meeting clients' needs is evident in his experience and qualifications.
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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IL
01/23/2019 - Present
PFS Investments Inc. (SPRINGFIELD IL)
IL
12/17/2018 - 12/31/2018
PFS INVESTMENTS INC. (SPRINGFIELD IL)
BC
Issued 01/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/17/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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