Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Podboy-garcia is a financial professional with over 19 years of experience in the industry. Daniel is registered with PFS Investments Inc. and has been with the firm since 2004. Daniel holds multiple licenses and certifications, including Series 6, Series 26, and Series 63. Daniel is currently registered in eight states: California, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, and Texas.
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
FL
05/07/2009 - Present
PFS Investments Inc. (MIAMI FL)
GA
04/22/2004 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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