Unclaimed
Johnnie Lanier Daniels is a financial advisor with PFS Investments Inc., located in Fort Myers, Florida. Johnnie has been in the industry since 2000 and is registered with FINRA and the state of Florida. Johnnie's areas of expertise include investment company products and variable contracts. Johnnie has been a part of the PFS Investments Inc. team since 2000 and has a proven track record of providing sound financial advice to clients.
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
FL
09/17/2013 - Present
PFS Investments Inc. (FT MYERS FL)
IA
Issued 08/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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