Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Alonzo is a financial advisor with PFS Investments Inc. Daniel has been in the financial industry since June 20, 1996, and is licensed to practice in California, Nevada, New York, and Utah. Daniel is a licensed Investment Company Products/Variable Contracts Representative, a Securities Industry Essentials (SIE) exam holder, and a Uniform Securities Agent State Law Examination (Series 63) exam holder. Daniel is also a licensed Investment Company Products/Variable Contracts Principal. Daniel's firm is an active broker dealer and Investment Advisor. PFS Investments Inc. has offices in Duluth, Georgia and Montclair, California. Daniel specializes in providing investment advice to 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.
1
2
CA
06/21/1996 - Present
PFS Investments Inc. (MONTCLAIR CA)
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Alonzo is the right advisor for you? Invested Better is here to help.
