Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames A. Splitt is a financial professional with over 7 years of experience in the industry. James is currently registered with PFS Investments Inc. in Centerville, Ohio. James has a Series 6, Series 63 and SIE license, allowing James to provide investment advice and sell securities. James has experience working with individuals, corporations, and charitable organizations. James's previous roles include working at THRIVENT INVESTMENT MANAGEMENT INC. in Wayne, Nebraska, and PFS INVESTMENTS INC. in Norfolk, Nebraska.
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
OH
07/25/2023 - Present
PFS Investments Inc. (CENTERVILLE OH)
NE
07/14/2022 - 05/10/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Wayne NE)
NE
10/22/2015 - 06/07/2022
PFS INVESTMENTS INC. (NORFOLK NE)
BC
Issued 10/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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