Unclaimed
Dayna Rethlake is a financial advisor with PFS Investments Inc., a firm with offices in Duluth, GA. Dayna has been in the financial industry since January 7, 2002. She is a licensed investment advisor representative in Minnesota and Wisconsin. Dayna has passed the Series 6, Series 63 and SIE exams, and has been registered with FINRA and the states of Minnesota and Wisconsin since January 7, 2002.
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.
1
2
MN
01/07/2002 - Present
PFS Investments Inc. (OAKDALE MN)
BC
Issued 12/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dayna Rethlake is the right advisor for you? Invested Better is here to help.