Unclaimed
Gwendolyn Joseph is a financial professional with over 20 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC and holds the Series 6, 7TO and Series 63 licenses. Gwendolyn previously worked for PFS INVESTMENTS INC. in Duluth, Georgia. Gwendolyn is committed to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
FL
06/20/2024 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
GA
12/13/1995 - 09/03/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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