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Joseph Paul Osga

PFS Investments Inc.

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About Joseph Paul Osga

Joseph Paul Osga is a financial professional with over 20 years of experience in the financial services industry. Joseph is registered with PFS Investments Inc., an established firm known for its commitment to providing comprehensive financial planning and investment services. Joseph's career has been focused on helping individuals and businesses achieve their financial goals. Joseph holds several industry certifications and is dedicated to staying current on the latest market trends and investment strategies. Joseph is currently located in Ormond Beach, Florida and has been with PFS Investments Inc. since 2017.

Firm Information

Joseph Osga 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.

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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.

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percentage of assets

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

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Joseph Osga’s Registration & Firm History

FL

05/04/2017 - Present

PFS Investments Inc. (ORMOND BEACH FL)

GA

09/25/1997 - 12/31/1999

PFS INVESTMENTS INC. (DULUTH GA)

GA

02/22/1985 - 10/03/1995

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 02/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2017

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 Paul Osga.
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