Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam E Daniels is a financial professional with over 20 years of experience in the industry. William is currently registered with PFS Investments Inc. and is licensed to provide investment advice in North Carolina and South Carolina. William has experience working in the Raleigh, NC area and now currently works from the Garner, NC branch of PFS Investments Inc.
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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NC
07/10/2009 - Present
PFS Investments Inc. (GARNER NC)
NC
04/11/1996 - 12/31/2008
PFS INVESTMENTS INC. (RALEIGH NC)
BC
Issued 12/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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