Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Lee Kitchell is a financial advisor associated with PFS Investments Inc., a firm with offices in Meridian, Idaho. Danny holds Series 6, 7, and 63 licenses, as well as the SIE exam certification. Danny has been in the financial industry since 1987. Danny is committed to providing investment advice to individuals and helping them reach their financial goals.
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
ID
09/18/2012 - Present
PFS Investments Inc. (MERIDIAN ID)
NJ
10/03/1998 - 09/02/1999
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
04/30/1997 - 10/08/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
03/23/1987 - 10/26/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/17/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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