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Danielle Obrien

PFS Investments Inc.

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About Danielle Obrien

Danielle Obrien is a financial advisor with PFS Investments Inc. based in Duluth, GA. Danielle has been working in the financial services industry since 2004. Danielle has a strong background in the financial services industry, with experience at several firms, including LPL Financial LLC, Morgan Stanley, Girard Securities, Inc., VALIC Financial Advisors, Inc., and Tower Square Securities, Inc. Danielle is registered to provide investment advice in Georgia and holds a Series 7, Series 63, Series 24, Series 26, and SIE licenses.

Firm Information

Danielle Obrien is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danielle Obrien’s Registration & Firm History

GA

02/21/2018 - Present

PFS Investments Inc. (DULUTH GA)

FL

11/11/2013 - 03/20/2017

LPL FINANCIAL LLC (SARASOTA FL)

FL

03/30/2011 - 11/05/2013

MORGAN STANLEY (SARASOTA FL)

FL

01/11/2011 - 03/04/2011

GIRARD SECURITIES, INC. (SARASOTA FL)

FL

07/07/2010 - 11/15/2010

VALIC FINANCIAL ADVISORS, INC. (VENICE FL)

FL

06/08/2004 - 07/12/2010

TOWER SQUARE SECURITIES, INC. (BRADENTON FL)

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Licenses & Designations

BOTH

Issued 01/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/02/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Danielle Obrien. Review regulatory record here.
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