Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Matthew Bosnack is a financial professional with over 10 years of experience in the financial services industry. Donald is currently registered with PFS Investments Inc. and has been with the firm since August 2012. Donald holds the Series 6, Series 26 and Series 63 licenses as well as the SIE designation. Donald is registered in California, Florida and Michigan. Donald specializes in working with 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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2
MI
08/02/2012 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 08/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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