Unclaimed
Donald Anthony is an investment advisor representative with PFS Investments Inc. Donald has been in the securities industry since 2002. Donald holds Series 6, Series 26, Series 63, and Series 65 licenses. Donald is registered with the state of Pennsylvania and has held registrations with the state of Arizona, Massachusetts, Ohio, South Carolina, Texas, West Virginia, and Wisconsin. Donald is associated with PFS Investments Inc. and has been with the firm since 2002. Donald offers investment advisory services to individuals and also provides sales of investment-related 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.
1
2
PA
10/22/2021 - Present
PFS Investments Inc. (CRANBERRY TWP PA)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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