Unclaimed
Joe Olobor is a financial professional with PFS Investments Inc. Joe has been in the financial services industry for over 10 years and is a registered representative in four states: Massachusetts, New Jersey, New York, and Texas. Joe has passed both the Series 6 and Series 63 exams and is dedicated to providing investment advice and portfolio management services to individual clients.
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
NY
01/22/2023 - Present
PFS Investments Inc. (VALLEY STREAM NY)
NY
01/19/2021 - 12/31/2022
PFS INVESTMENTS INC. (VALLEY STREAM NY)
NY
09/11/2013 - 12/31/2020
PFS INVESTMENTS INC. (VALLEY STREAM NY)
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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