Unclaimed
Daniel Myron Cary is a financial professional with over 20 years of experience in the industry. Daniel is currently a Registered Representative and Investment Advisor Representative with PFS Investments Inc., based in Southfield, Michigan. Daniel holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE designation. Daniel has specialized in providing investment advice for individuals for much of their career and has a track record of providing excellent client service and achieving positive results for their clients.
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
MI
01/31/2013 - Present
PFS Investments Inc. (SOUTHFIELD MI)
MI
10/27/2003 - 12/31/2012
PFS INVESTMENTS INC. (SOUTHFIELD MI)
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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