Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William James is a registered representative with PFS Investments Inc. in Lyndhurst, NJ. Donald William James holds Series 6, SIE, and Series 63 licenses. Donald William James has been in the financial services industry since July 17, 2012. PFS Investments Inc. is an investment advisor registered with the SEC and offers portfolio management for individuals. The firm has approximately $8.5 billion in assets under management.
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
NJ
07/17/2012 - Present
PFS Investments Inc. (LYNDHURST NJ)
BC
Issued 06/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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