Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Medica is an investment advisor representative and registered principal with PFS Investments Inc. Joseph has been in the financial services industry since October 29, 2003. Joseph holds Series 6, 63, 65, and 26 securities licenses, and he is registered with the state of Pennsylvania, as well as several other states. Joseph has also passed the Securities Industry Essentials (SIE) exam. Joseph specializes in providing financial advice to individuals and corporations. Joseph has been associated with PFS Investments Inc. since September 2003 and has a branch office location in Chalfont, PA.
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.
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2
PA
10/16/2013 - Present
PFS Investments Inc. (CHALFONT PA)
IA
Issued 08/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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