Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Castaneda is a registered representative with PFS Investments Inc. in SAN RAMON, CA. Joanne's career in the financial services industry spans over 20 years, with experience dating back to 2003. Joanne's current employment at PFS Investments Inc. began in 2012. Joanne has passed the Series 6, Series 63, and SIE exams, and specializes in portfolio management for individuals. PFS Investments Inc. is a registered investment advisor with a total of 59,808 accounts and $8.46 billion in assets under management.
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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CA
01/20/2012 - Present
PFS Investments Inc. (SAN RAMON CA)
CA
02/05/2009 - 12/31/2011
PFS INVESTMENTS INC. (SAN RAMON CA)
CA
05/26/2003 - 12/31/2008
PFS INVESTMENTS INC. (SAN RAMON CA)
BC
Issued 06/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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