Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Bolton is a financial professional licensed to provide investment advice and services in 8 states. Danielle is currently registered with PFS Investments Inc., a firm that specializes in providing a range of financial services, including investment management for individuals, high-net-worth individuals, corporations, and charitable organizations. Danielle has been in the financial industry since November 20, 2020. Danielle holds the Series 63, Series 6TO and the SIE exams.
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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MD
11/21/2020 - Present
PFS Investments Inc. (CALVERTON MD)
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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