Joseph
Paik
Pfs Investments Inc
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About this Advisor
Joseph Paik is a financial advisor based in Duluth, Georgia, working with Pfs Investments Inc. Joseph has previously held positions at Wells Fargo Advisors, Fgog Inc, Wells Fargo Clearing Services, LLC, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, and Primerica Financial Services. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Joseph is part of Pfs Investments Inc, which operates out of Duluth, Georgia. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Joseph Paik Work History
Primerica Financial Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Wells Fargo Advisors
Fgog Inc
Wells Fargo Clearing Services, LLC
Disclosures
Please visit the SEC profile of Joseph Paik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Fort Myers, FL
Columbus, OH
Bessemer, AL
Alpharetta, GA
Belfair, WA
Pasadena, CA
Duluth, GA
Hialeah, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
