Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bruce Reed is a registered investment advisor representative with PFS Investments Inc. in Murfreesboro, Tennessee. James has been working in the financial services industry since April 17, 2000. James holds Series 6, 63, 26 and 65 licenses. James has also passed the SIE exam. James is registered to sell securities in 13 states and has over 59,800 client accounts with approximately $8.5 billion in assets under management.
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
TN
08/01/2011 - Present
PFS Investments Inc. (MURFREESBORO TN)
IA
Issued 05/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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