Unclaimed
Daniel Breyen is a financial professional with over 18 years of experience in the industry. Daniel is a registered representative and investment advisor representative. Daniel is currently registered with PFS Investments Inc. in Bloomington, Minnesota. Daniel is licensed to offer securities in Minnesota. Daniel has passed the Series 6, Series 63 and SIE exams. Daniel specializes in portfolio management for individuals.
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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MN
03/29/2004 - Present
PFS Investments Inc. (BLOOMINGTON MN)
BC
Issued 03/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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