Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Calicdan is a financial professional with over 10 years of experience in the financial industry. Josephine holds a Series 6 and Series 63 license and has a strong background in investment company products and variable contracts. Currently, Josephine is a registered representative with PFS Investments Inc., a leading investment firm headquartered in Duluth, GA. PFS Investments Inc. provides a wide range of investment advisory services to individuals and businesses. Josephine focuses on providing personalized financial advice to help her clients reach their financial goals. Josephine is committed to providing her clients with the highest level of service and is dedicated to building long-term relationships with them.
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
07/29/2013 - Present
PFS Investments Inc. (BETHLEHEM PA)
BC
Issued 11/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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