Unclaimed
James Calvin Sebastian is a registered investment advisor representative with PFS Investments Inc., a company headquartered in Duluth, Georgia. James has been in the financial services industry since October 3, 1996. James is registered in Indiana, Kentucky, and Ohio, and specializes in investment company products and variable contracts. James has a strong record of client service and dedication to helping clients reach their financial goals. In addition to his work with PFS Investments Inc., James is also involved in the local community and is a strong advocate for financial literacy.
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
03/05/2012 - Present
PFS Investments Inc. (CINCINNATI OH)
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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