Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donte? Claim Your ProfileDonte Daniels is a financial advisor with PFS Investments Inc. based in Randallstown, MD. Donte has been a licensed securities professional since 2014. Donte has a broad range of experience in providing investment advice and services to individuals. Donte is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6 and Series 63 licenses. Donte has a strong track record of success in helping clients achieve their financial goals.
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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MD
05/13/2019 - Present
PFS Investments Inc. (RANDALLSTOWN MD)
MD
07/10/2018 - 12/31/2018
PFS INVESTMENTS INC. (RANDALLSTOWN MD)
MD
08/14/2014 - 12/31/2017
PFS INVESTMENTS INC. (RANDALLSTOWN MD)
BC
Issued 08/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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