Unclaimed
James Alexander Kidd is a financial advisor who has been in the industry since February 2022. James is currently registered with PFS Investments Inc. in Arizona, Colorado, Florida and Massachusetts. He has passed the Series 6TO, SIE and Series 63 exams. James specializes in providing portfolio management services for individuals. His firm is headquartered in Duluth, Georgia.
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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AZ
02/08/2022 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 05/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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