Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cullen is a financial professional with over a decade of experience in the financial services industry. James is a registered representative of PFS Investments Inc. and holds the Series 6, 26, and 63 licenses as well as the SIE designation. James is a highly experienced and knowledgeable advisor who is dedicated to helping clients achieve their financial goals. James has extensive experience working with individuals, corporations, and charitable organizations. James specializes in portfolio management for individuals and provides financial planning and other advisory services.
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
TX
07/09/2010 - Present
PFS Investments Inc. (CONROE TX)
BC
Issued 07/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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