Unclaimed
Michael Jerome Josey is a financial professional with over 26 years of experience in the financial services industry. Michael is registered with PFS Investments Inc. in SPRING LAKE, NC and is licensed to provide investment advice in 7 states including Florida, Georgia, Illinois, Maryland, North Carolina, South Carolina, and Wisconsin. Michael specializes in providing portfolio management for individuals and has a strong understanding of Investment Company Products/Variable Contracts.
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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NC
07/09/1996 - Present
PFS Investments Inc. (SPRING LAKE NC)
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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