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Laura Ann Joseph

PFS Investments Inc.

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About Laura Ann Joseph

Laura Ann Joseph is a registered representative with PFS Investments Inc., a firm with offices in Aberdeen, Maryland. Laura Ann Joseph has been in the financial industry for over 8 years and has a Series 6, SIE and Series 6TO licenses. Laura Ann Joseph specializes in providing portfolio management for individuals.

Firm Information

Laura Joseph is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Joseph’s Registration & Firm History

MD

01/09/2023 - Present

PFS Investments Inc. (ABERDEEN MD)

MD

01/27/2022 - 12/31/2022

PFS INVESTMENTS INC. (BEL AIR MD)

MD

08/27/2021 - 12/31/2021

PFS INVESTMENTS INC. (BEL AIR MD)

MD

02/16/2017 - 11/06/2017

PFS INVESTMENTS INC. (CROFTON MD)

MD

09/23/2013 - 02/10/2015

PFS INVESTMENTS INC. (CROFTON MD)

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Licenses & Designations

BC

Issued 08/27/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Laura Ann Joseph. Review regulatory record here.
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