Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua David Thomas is a financial advisor with PFS Investments Inc. Joshua has been working in the financial industry since 2018. Joshua is registered with the state of Ohio and holds Series 6, Series 26, and SIE licenses. Joshua's previous experience includes working with PFS Investments Inc. PFS Investments Inc. is a financial services firm that offers a variety of investment products and services. Joshua is a financial advisor who can help you with your financial planning needs.
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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2
OH
01/21/2021 - Present
PFS Investments Inc. (WORTHINGTON OH)
OH
01/27/2020 - 12/31/2020
PFS INVESTMENTS INC. (WORTHINGTON OH)
OH
04/30/2018 - 12/31/2019
PFS INVESTMENTS INC. (WORTHINGTON OH)
BC
Issued 10/09/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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