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Daniel Richard is a financial_advisor professional located in Lynn, MA. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Daniel Richard - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Daniel Richard operates Pfs Investments Inc. in Lynn, Massachusetts, where he has worked in financial advisory services for 8 years. He holds a FINRA CRD license number 6741051, which governs his practice in the financial services industry. The business focuses on investment and financial planning matters for clients in the local area.
Daniel Richard's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and financial professionals in the United States. This registration means he meets baseline qualifications and is subject to FINRA oversight, compliance requirements, and ongoing supervision. The CRD system tracks his employment history, licenses, and regulatory actions, providing transparency about his standing in the financial services industry.