Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danita? Claim Your ProfileDanita Reyes Casareno is a financial professional who has been active in the industry since 1986. Danita is currently registered with PFS Investments Inc. in the states of California and Florida. PFS Investments Inc. provides investment advisory services to individual clients and has approximately $8.5 billion in assets under management. Danita is a licensed agent and has earned Series 6, 26, and 63 licenses as well as the Securities Industry Essentials (SIE) exam. Danita's expertise is in the area of investment company products/variable contracts.
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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CA
12/01/1986 - Present
PFS Investments Inc. (SAN RAMON CA)
BC
Issued 12/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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