Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Paredes is a registered representative with PFS Investments Inc. since 2011, previously working with the firm from 2004 to 2010. Based in Upland, CA, Joseph has been working in the financial industry since 2004 and is a licensed Series 6 and 63 representative. His area of specialization is investment company products and variable contracts. PFS Investments Inc. is a firm headquartered in Duluth, GA, and offers a variety of investment advisory services, including portfolio management for individuals, with over $8.5 billion in regulatory assets under management.
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
CA
03/31/2011 - Present
PFS Investments Inc. (UPLAND CA)
CA
09/03/2004 - 12/31/2010
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 01/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Paredes is the right advisor for you? Invested Better is here to help.
