Unclaimed
Joshua Alvarez is a financial professional with PFS Investments Inc. Joshua is licensed to conduct business in Illinois and Texas. Joshua has been in the industry since March 2021. Joshua is a licensed Series 6TO and Series 26 representative. Joshua holds a Series 63 license and has passed the SIE exam. PFS Investments Inc. is headquartered in Duluth, Georgia, and provides advisory services for individuals and businesses.
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
IL
03/11/2021 - Present
PFS Investments Inc. (ELGIN IL)
BC
Issued 05/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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