Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Alvaro Cardona is a financial professional with over 17 years of experience in the industry. Joel is a Registered Representative and Investment Advisor Representative with PFS Investments Inc., a firm with a strong track record of providing comprehensive financial planning and portfolio management services to individuals, businesses, and charitable organizations. Joel specializes in working with clients of all backgrounds and financial situations, and he is dedicated to helping them achieve their financial goals. He is committed to providing clients with personalized advice and strategies that are tailored to their specific needs and circumstances.
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
11/15/2005 - Present
PFS Investments Inc. (BUENA PARK CA)
BC
Issued 06/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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