Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rodriguez is a financial professional associated with PFS Investments Inc., a registered investment advisor firm. Daniel is registered to offer securities products and services in New Mexico and Texas. Daniel has been in the securities industry since April 2023 and has passed the Series 63, Series 26, Series 6TO and SIE exams. Daniel is a Registered Representative of PFS Investments Inc.
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
TX
04/10/2023 - Present
PFS Investments Inc. (EL PASO TX)
BC
Issued 09/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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