Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony White is a financial advisor with over 10 years of experience in the financial industry. James is currently registered with PFS Investments Inc. and has a Series 63, 6TO, SIE and 99 license. James has previously worked with Morgan Stanley. James is licensed to provide investment advice in Ohio.
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
07/08/2023 - Present
PFS Investments Inc. (DUBLIN OH)
OH
11/18/2013 - 12/04/2017
MORGAN STANLEY (COLUMBUS OH)
BC
Issued 09/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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