Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua D. Matthews is a registered investment advisor representative with PFS Investments Inc. Joshua has been in the industry since 2010 and has been with PFS Investments Inc. since 2010. Joshua has passed the Series 6, Series 63, Series 26, and the SIE exam. Joshua specializes in providing portfolio management for individuals. Joshua also provides sales of investment-related products. Joshua is registered in 16 states, including Indiana, Arkansas, California, Colorado, Florida, Illinois, Kentucky, Mississippi, Missouri, Ohio, Oklahoma, Tennessee, Texas, Washington, and Wyoming.
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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IN
01/05/2021 - Present
PFS Investments Inc. (MUNCIE IN)
IA
Issued 11/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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