Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Cesar is a Registered Representative with PFS Investments Inc. and is licensed in Florida. Joel has been in the securities industry since August 30, 2022 and has obtained two licenses: Series 6TO - Investment Company Products/Variable Contracts Representative Examination and SIE - Securities Industry Essentials Examination. Joel works with individuals and focuses on portfolio 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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2
FL
08/31/2022 - Present
PFS Investments Inc. (TAMARAC FL)
BC
Issued 08/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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