linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Michael Distefano

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 Michael Distefano

Joseph Michael Distefano is a financial professional with over 30 years of experience in the financial services industry. Joseph has been associated with PFS Investments Inc. since 2015. Prior to that, Joseph was a Registered Representative with Capital Portfolio Management, Inc. and Eagle Equities, Inc., and previously worked with Gateway Financial Agency Corporation and PFS Investments Inc. in Florida and Georgia respectively. Joseph holds Series 6, 26 and 63 registrations. Joseph specializes in providing investment advice to individuals.

Firm Information

Joseph Distefano 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Distefano’s Registration & Firm History

MD

04/06/2015 - Present

PFS Investments Inc. (ELLICOTT CITY MD)

MD

05/18/2011 - 12/31/2014

CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)

MD

01/11/2006 - 04/27/2011

EAGLE EQUITIES, INC. (GLEN BURNIE MD)

FL

01/23/1997 - 12/31/2005

GATEWAY FINANCIAL AGENCY CORPORATION (ARCADIA FL)

GA

01/22/1990 - 11/01/1996

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Joseph Michael Distefano is right for you?

Licenses & Designations

BC

Issued 01/19/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1990

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 Michael Distefano.
Not sure if Joseph Michael Distefano is right for you?