Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Otto is a financial professional with PFS Investments Inc. Danielle has been in the industry since March 7, 2019, and holds the Series 63, 6TO, 26, and SIE licenses. Danielle's firm is based in Duluth, Georgia and provides investment advisory services to individuals, corporations, and charitable organizations. Danielle is registered in Florida and Nevada.
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
FL
03/08/2019 - Present
PFS Investments Inc. (BONITA SPRINGS FL)
BC
Issued 05/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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