Unclaimed
Erwin Danan is a financial professional with over 25 years of experience in the financial services industry. Erwin is currently a registered representative at PFS Investments Inc. Erwin's previous roles include positions with Scudder Distributors, Inc. and Van Kampen American Capital Distributors, Inc. Erwin holds licenses Series 6, 7, 26 and 63. Erwin specializes in investment company products and variable contracts.
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
GA
06/20/2005 - Present
PFS Investments Inc. (DULUTH GA)
IL
03/11/1996 - 05/25/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
TX
01/01/1996 - 02/12/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 01/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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