Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Micalizzi

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Micalizzi

Joseph Micalizzi is a financial advisor at PFS Investments Inc., a firm located in Duluth, Georgia. Joseph has been in the industry since September 11, 1994 and holds licenses in multiple states for both Broker-dealer and Investment Advisor roles. Joseph currently has licenses in 21 states. Joseph has been registered as an Investment Advisor Representative for PFS Investments Inc. since 2013.

Firm Information

Joseph Micalizzi 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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Micalizzi’s Registration & Firm History

CA

06/03/2021 - Present

PFS Investments Inc. (CORONA CA)

Not sure if Joseph Micalizzi is right for you?

Licenses & Designations

IA

Issued 12/04/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Micalizzi. Review regulatory record here.
Not sure if Joseph Micalizzi is right for you?