Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Halulko is a financial professional with over 10 years of experience in the financial services industry. Josh is currently registered with PFS Investments Inc. and is licensed to provide investment advice in multiple states. Josh has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 2013. Josh is also a holder of the Series 63 and SIE licenses. Josh is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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FL
01/05/2023 - Present
PFS Investments Inc. (GREENACRES FL)
FL
04/27/2018 - 12/31/2022
PFS INVESTMENTS INC. (GREENACRES FL)
FL
09/19/2013 - 03/14/2018
PFS INVESTMENTS INC. (MARGATE FL)
BC
Issued 05/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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