Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Perez is a financial advisor at PFS Investments Inc. Joshua has been in the industry since 2018 and holds a Series 6, Series 63 and SIE license. Joshua is registered in Florida, Maryland, New Jersey, Pennsylvania, and Virginia. PFS Investments Inc. is an independent financial services firm that provides investment advice and financial planning services to individuals and businesses. The firm has over 59,000 clients and over $8.4 billion in assets under management.
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
VA
04/24/2018 - Present
PFS Investments Inc. (VIENNA VA)
BC
Issued 01/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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