Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rodrigues is a financial professional with over 30 years of experience in the industry. Daniel has a Series 63, Series 26, Series 6, and SIE licenses. Daniel is registered with PFS Investments Inc. and is currently located in Houston, TX. Daniel also has previous experience with PFS Investments Inc. in Duluth, GA.
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
TX
09/04/2014 - Present
PFS Investments Inc. (HOUSTON TX)
GA
01/13/1987 - 09/25/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Rodrigues is the right advisor for you? Invested Better is here to help.
