Unclaimed
Joel Nunez is a financial advisor with PFS Investments Inc. Joel has been in the financial services industry for over 1 year. Joel is registered with FINRA and is also licensed in several states, including Florida, Massachusetts, New Jersey, New York, Pennsylvania and Texas. Joel is a Series 63, Series 26 and Series 6TO licensed professional.
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
05/16/2023 - Present
PFS Investments Inc. (Fort Lauderdale FL)
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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