Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Duncan is a financial professional licensed in Florida, working with PFS Investments Inc. Danielle's experience in the financial services industry dates back to September 2019 and she has obtained the Series 63, Series 65 and Series 6TO licenses, as well as the SIE exam.
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
FL
01/03/2024 - Present
PFS Investments Inc. (JACKSONVILLE FL)
IA
Issued 11/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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