Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ray Steely ii is a registered representative with PFS Investments Inc. Donald has been in the securities industry for over 20 years. Donald has Series 6, 63, 26, and 65 licenses and holds registrations in several states. Donald provides investment advisory services to individuals, corporations, and charitable organizations.
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
TN
11/08/2022 - Present
PFS Investments Inc. (BRENTWOOD TN)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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