Unclaimed
Danielle White is a financial professional based in Artesia, California. Danielle has been in the industry since July 2017, working with PFS Investments Inc. Danielle holds a Series 6 and Series 63 license. She has experience in Investment Company Products/Variable Contracts, Securities Industry Essentials, and other financial planning services.
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
CA
07/18/2017 - Present
PFS Investments Inc. (ARTESIA CA)
BC
Issued 09/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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