Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dennis is a financial advisor registered with PFS Investments Inc., a brokerage firm with offices in Cumming, GA, and Plano, TX. Donald has been in the industry since 1987 and has a Series 6, 63, and 6TO licenses. Donald's primary focus is on helping individuals develop a financial plan to meet their financial goals, and PFS Investments Inc. provides services to individual investors, corporations, charitable organizations, and high-net-worth individuals.
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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GA
01/16/2025 - Present
PFS Investments Inc. (CUMMING GA)
GA
11/05/1987 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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