Unclaimed
Whunchel Joseph is a registered representative with PFS Investments Inc. in Orlando, Florida. Whunchel has a Series 63, Series 6TO, and SIE license. Whunchel specializes in portfolio management for individuals. Whunchel has been in the industry for over 6 months and is actively registered in Florida.
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
05/01/2023 - Present
PFS Investments Inc. (ORLANDO FL)
BC
Issued 08/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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