Unclaimed
Joseph Paul Carra is a registered representative with PFS Investments Inc., with a branch office located in Quakertown, PA. Joseph has been in the financial services industry since 2005. Joseph holds the Series 7, Series 24 and Series 63 securities licenses and the SIE Exam. Joseph has been registered with PFS Investments Inc. since 2015 and has also held previous positions with Hornor, Townsend & Kent, Inc. and AXA Advisors, LLC. Joseph's current registrations are in Pennsylvania and New Jersey.
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
PA
03/19/2018 - Present
PFS Investments Inc. (QUAKERTOWN PA)
PA
02/12/2015 - 12/31/2015
PFS INVESTMENTS INC. (QUAKERTOWN PA)
PA
09/06/2005 - 03/14/2013
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
06/01/2005 - 09/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/16/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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