Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen James is an investment professional with a strong focus on Investment Company Products/Variable Contracts. He has held the Series 6TO exam since 3/8/2024 and the SIE exam since 3/5/2021. Glen currently works at PFS Investments Inc. and is located in NEW YORK, NY. The company offers a broad range of advisory services, including portfolio management for individuals. Glen is committed to providing individual clients with the best possible investment advice and guidance.
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
NY
03/08/2024 - Present
PFS Investments Inc. (NEW YORK NY)
BC
Issued 03/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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