Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Trice is a financial advisor with PFS Investments Inc. Joshua has been in the financial industry since 2005. Joshua has a Series 6, 7, 26, 63, and 65 licenses and holds registrations in Florida and Georgia. Joshua works with high net worth individuals, corporations or other businesses, and individuals other than high net worth. Joshua also has experience with charitable organizations. Joshua is a licensed insurance agent in Florida and may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for the sale of loan products and/or home security and automation products.
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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FL
05/21/2014 - Present
PFS Investments Inc. (JACKSONVILLE FL)
FL
10/17/2005 - 03/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BC
Issued 03/28/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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