Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Kathleen Taylor is a financial professional with over 4 years of experience in the industry. Joy has a Series 63, Series 65, and Series 26 licenses. Joy is a Registered Representative and Investment Advisor Representative at PFS Investments Inc. Joy is registered in Ohio. Joy is licensed to provide investment advice to individuals, businesses, and charitable organizations.
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
FL
12/14/2023 - Present
PFS Investments Inc. (LAKE WORTH FL)
OH
01/28/2019 - 12/31/2021
PFS INVESTMENTS INC. (LAKEWOOD OH)
IA
Issued 11/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/24/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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