Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allyn Wagstaff is a registered investment advisor representative with PFS Investments Inc. James is registered with the state of Missouri and Illinois, and has been in the industry since January 2, 2003. James has passed the Series 6, Series 63, Series 65, and SIE exams. PFS Investments Inc. is an investment advisor firm located in Duluth, GA, and has a branch office in Fenton, MO. PFS Investments Inc. has over 3,500 employees and manages over $8 billion in assets. James specializes in providing investment advice to individuals, and is also licensed to sell insurance products.
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
MO
06/18/2014 - Present
PFS Investments Inc. (FENTON MO)
IA
Issued 04/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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