Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Larson is a financial advisor with PFS Investments Inc. Donald has been in the financial services industry since 2014. Donald is registered to offer investment advice in Illinois, Iowa and Nebraska. Donald has earned the Series 6, Series 63, Series 26 and SIE licenses. Donald also holds the Series 65 license. Donald is also licensed to offer insurance products.
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
IL
01/03/2020 - Present
PFS Investments Inc. (GENESEO IL)
IA
Issued 11/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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