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Joseph Seung Paik

PFS Investments Inc.

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About Joseph Seung Paik

Joseph Seung Paik is a financial advisor registered with PFS Investments Inc., with over 20 years of experience in the financial services industry. Joseph has a strong background in investments, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Wells Fargo Clearing Services, LLC. Joseph is licensed to provide investment advice in Georgia.

Firm Information

Joseph Paik 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 Paik’s Registration & Firm History

GA

03/08/2024 - Present

PFS Investments Inc. (DULUTH GA)

TN

09/20/2022 - 01/02/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KINGSPORT TN)

NY

09/15/2020 - 07/30/2022

J.P. MORGAN SECURITIES LLC (Mineola NY)

NY

10/06/2014 - 08/26/2020

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

CT

06/11/2009 - 12/24/2013

UBS FINANCIAL SERVICES INC. (STAMFORD CT)

NY

06/01/2001 - 06/15/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Seung Paik.
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