Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Paul Daniel is an investment advisor representative registered in Georgia with PFS Investments Inc., a company specializing in providing investment advice to individuals, businesses, and charitable organizations. Prior to joining PFS Investments Inc., Nathan Paul Daniel worked with Thrivent Investment Management Inc. and had experience with Primerica Financial Services. Nathan Paul Daniel is also registered with the Securities Industry and Financial Markets Association (FINRA) and holds Series 7, 66, and SIE licenses.
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
12/20/2023 - Present
PFS Investments Inc. (REIDSVILLE GA)
GA
05/09/2022 - 11/20/2023
THRIVENT INVESTMENT MANAGEMENT INC. (SAVANNAH GA)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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