Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Carter Wade is a financial advisor at PFS Investments Inc. James is a registered representative in Arizona, Colorado, Georgia, Illinois, Louisiana, Mississippi, North Carolina, South Carolina, Texas, and Washington. James is also a Series 63, Series 6TO, and SIE licensed representative.
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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TX
06/23/2021 - Present
PFS Investments Inc. (AUSTIN TX)
BC
Issued 06/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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