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Joseph John Cassella

PFS Investments Inc.

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About Joseph John Cassella

Joseph John Cassella is an investment advisor representative with PFS Investments Inc., located in Frederick, MD. Joseph has been in the financial industry since 2008, and is registered with the state of Maryland, as well as several other states. He offers a range of investment-related services, including portfolio management for individuals. Joseph has been affiliated with PFS Investments Inc. since 2011. He has also been involved in sales of investment-related products for other companies affiliated with PFS Investments Inc. In addition, Joseph may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., for the sale of loan products and home security services.

Firm Information

Joseph Cassella is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Cassella’s Registration & Firm History

MD

12/21/2021 - Present

PFS Investments Inc. (FREDERICK MD)

GA

01/19/2006 - 09/03/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph John Cassella.
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