Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Markey is a financial professional with over 30 years of experience in the securities industry. James is currently registered with PFS Investments Inc. and holds Series 6, 26, and 63 licenses. James has been registered in Massachusetts since March 31, 1988. James also holds the SIE exam. James is a registered representative of PFS Investments Inc. and can provide investment advice to individuals, corporations, and charitable organizations.
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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MA
03/31/1988 - Present
PFS Investments Inc. (MILTON MA)
BC
Issued 02/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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