Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inez? Claim Your ProfileInez Daly-knights is a financial advisor currently registered with PFS Investments Inc. Inez has been in the financial services industry since 2015 and has a Series 6, Series 63, and SIE license. Inez specializes in investment company products/variable contracts. PFS Investments Inc. provides advisory services including portfolio management for individuals. The firm's main office is located in Duluth, Georgia.
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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GA
01/23/2023 - Present
PFS Investments Inc. (ATLANTA GA)
GA
12/10/2015 - 12/31/2022
PFS INVESTMENTS INC. (ATLANTA GA)
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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