Unclaimed
James Anthony Stark is a registered investment advisor representative with PFS Investments Inc. based in Sacramento, CA. James has been in the financial services industry since 1980 and is currently registered with the state of California to provide investment advisory services. James has a diverse background in financial services, including experience with investment-related products, loan products, and home security and automation. James is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
CA
01/09/2025 - Present
PFS Investments Inc. (SACRAMENTO CA)
IA
Issued 04/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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