Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lukas is a financial advisor with PFS Investments Inc. based in UNION, NJ. He is a Series 6, Series 63, and SIE licensed professional. Joseph specializes in investment company products and variable contracts. He has been in the industry since August 26, 2013 and is currently active in New Jersey. PFS Investments Inc. is a registered investment advisor (RIA) firm with over 59,808 accounts and over $8.4 billion in assets under management (AUM). The firm offers a wide range of investment advisory services, including portfolio management for individuals.
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.
1
2
NJ
08/27/2013 - Present
PFS Investments Inc. (UNION NJ)
BC
Issued 02/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Lukas is the right advisor for you? Invested Better is here to help.
