Joseph
Iucci
Pfs Investments Inc
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About this Advisor
Joseph Iucci is a financial advisor operating in Copiague, New York with a total of 2 years of industry experience. Iucci is an employee of Pfs Investments Inc. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc, Li Autoworld, Unified Windows, Legacy Nissan and Grand Prix Subaru. Iucci has a Series 63 license, certifying them as a securities broker, and is able to advise clients in New York. Pfs Investments Inc is a registered investment business that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It controls $7 billion in assets between its 56,552 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial management fees usually depend on which services the firm provides the client. Fees charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Joseph Iucci Work History
Joseph has been registered as a financial advisor for 2 years.*
Legacy Nissan
Pfs Investments Inc
Primerica Financial Services
Grand Prix Subaru
Li Autoworld
Unified Windows
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Iucci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Duluth, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
