Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dye is a financial advisor with over 40 years of experience in the industry. He has been with PFS Investments Inc. since 1982. Donald is registered to provide investment advice in Colorado and Florida. He has experience in both investment company products and individual portfolio management. He is a dedicated professional who is committed to providing clients with personalized financial advice. Donald's focus is on helping clients achieve their financial goals through a variety of investment strategies. He has a background with Primerica Financial Services, as well.
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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CO
01/01/2025 - Present
PFS Investments Inc. (DENVER CO)
IA
Issued 07/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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