Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Walker is a registered representative with PFS Investments Inc. and is licensed in Oregon. Joanna has been in the financial services industry since April 2021 and holds the Series 63, Series 6TO, and SIE licenses. Her experience and qualifications allow Joanna to provide financial guidance to clients and to help them achieve their financial goals. Joanna is dedicated to building long-term relationships with clients and providing them with the personalized attention they deserve.
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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OR
04/26/2021 - Present
PFS Investments Inc. (HILLSBORO OR)
BC
Issued 06/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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