Unclaimed
Joshua Lee MacIas is a registered representative with PFS Investments Inc. and has been in the industry since June 21, 2007. Joshua is registered to offer securities in Arizona, Florida, New Jersey, New York, Pennsylvania, and Texas, and is also a registered Investment Advisor in New Jersey and Texas. Joshua has passed the Series 6, Series 26, Series 63, and Series 65 exams. Joshua's office is located at 155 WILLOWBROOK BLVD STE 330 in WAYNE, New Jersey.
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
NJ
07/08/2021 - Present
PFS Investments Inc. (WAYNE NJ)
IA
Issued 05/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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