Unclaimed
Joshua Edgar Huffman is an investment professional with over 40 years of experience in the financial industry. Joshua is currently registered with PFS Investments Inc. and has been associated with this firm since November 1991. Joshua has worked with a variety of clients, including individuals, corporations, and charitable organizations. Joshua is a licensed representative of PFS Investments Inc. and has passed numerous industry exams, including the Series 6, Series 26, and SIE exams. Joshua has held prior registrations with Rushmore Securities Corporation and First American National Securities, Inc.
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
TX
11/19/1991 - Present
PFS Investments Inc. (DALLAS TX)
TX
10/11/1991 - 12/05/1991
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
GA
05/03/1982 - 10/11/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 12/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Huffman is the right advisor for you? Invested Better is here to help.