Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacques? Claim Your ProfileJacques Joseph is an experienced financial professional who is dedicated to helping clients achieve their financial goals. Jacques is a registered representative of PFS Investments Inc. and holds a Series 63 license from the state of Florida. Jacques is a Series 26 principal as well as a Series 6TO and a SIE licensed representative and provides investment advisory services to a wide range of clients, including individuals, high-net-worth individuals, and corporations. Jacques' expertise in financial planning, investment management, and wealth preservation makes him a valuable resource for clients looking to navigate the complexities of the financial markets.
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.
1
2
FL
06/23/2020 - Present
PFS Investments Inc. (MIAMI LAKES FL)
BC
Issued 08/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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