Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Johner is a registered representative of PFS Investments Inc. with over 20 years of experience in the financial services industry. Joshua is licensed to provide investment advice in Colorado and Texas. Joshua is also a registered representative in Colorado and Texas. Joshua is licensed to provide investment advice in Colorado and Texas. Joshua can help clients with a variety of financial planning needs, including portfolio management, retirement planning, and insurance.
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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CO
02/04/2019 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
IA
Issued 02/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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