Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lee Rogers is a registered investment advisor representative with PFS Investments Inc. Joseph has been working in the financial services industry since April 18, 2016. Joseph is registered in Kansas, Missouri, Oklahoma, Texas, Utah, and Virginia. Joseph holds the following licenses: Series 63, Series 65, Series 6, and SIE. Joseph works with individuals, businesses, and charitable organizations. Joseph is a member of PFS Investments Inc. and specializes in providing investment advice.
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
KS
02/01/2019 - Present
PFS Investments Inc. (TOPEKA KS)
IA
Issued 03/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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