Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Daniels is a financial advisor with PFS Investments Inc., and is licensed to provide financial advice in Massachusetts and New Hampshire. William is a registered representative with FINRA and holds the Series 6 and SIE licenses. William has over 27 years of experience in the financial industry, and has been with PFS Investments Inc. since 1995. William specializes in providing financial advice 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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2
PA
11/24/2018 - Present
PFS Investments Inc. (SOUTHAMPTON PA)
MA
05/30/1995 - 12/18/2017
PFS INVESTMENTS INC. (PEABODY MA)
BC
Issued 05/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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