Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco A Daniel is a financial professional with over 18 years of experience in the industry. Marco is currently registered with PFS Investments Inc. and holds a Series 6, Series 26 and Series 63 license, and the SIE exam. Marco specializes in providing portfolio management for individuals. Marco has been registered in California since November 2005 and recently became registered in Nevada in August 2024.
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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CA
10/06/2005 - Present
PFS Investments Inc. (CHULA VISTA CA)
BC
Issued 11/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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