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Joseph Nassar

Pacer Advisors, Inc.

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About Joseph Nassar

Joseph Nassar is a financial advisor at Pacer Advisors, Inc. based in Malvern, Pennsylvania. Joseph has been in the financial industry for 7 years. Joseph is a registered representative of Pacer Advisors, Inc. and a registered investment advisor in Pennsylvania. Joseph's certifications include the Series 63, Series 66, Series 7 and SIE exams.

Firm Information

Joseph Nassar is currently registered with Pacer Advisors, Inc.. Pacer Advisors, Inc. is an investment advisor based in Malvern, PA. The firm manages approximately $10 billion to $50 billion in assets for investment companies and pooled investment vehicles. They provide portfolio management services to clients. Pacer Advisors, Inc. has 18 investment advisor representatives, 5 investment advisory functions, and 6 licensed agents. The firm's SEC number is 801-79654.
Pacer Advisors, Inc.

500 CHESTERFIELD PARKWAY

MALVERN, PA 19355

$46.06B

Assets Under Management

Not reported

Total Clients

21

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 investment companies

Strategic management for diversified investment portfolios.

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 Nassar’s Registration & Firm History

PA

01/16/2024 - Present

Pacer Advisors, Inc. (MALVERN PA)

PA

07/08/2022 - 01/16/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

PA

11/06/2019 - 11/30/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 07/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Nassar.
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