Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Daniels is a registered representative and investment advisor representative with PFS Investments Inc. Kelsey has been in the financial services industry since 1999 and is registered to conduct business in Maine. Kelsey holds the Series 6, Series 26 and Series 63 securities licenses. Kelsey is also qualified to provide securities and advisory services to individuals.
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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ME
07/08/2002 - Present
PFS Investments Inc. (BIDDEFORD ME)
GA
07/30/1992 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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