Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Earl Leach is a financial professional with over 35 years of experience in the financial services industry. James is currently a registered representative with PFS Investments Inc., a firm that provides financial planning and investment management services to individuals, corporations, and charitable organizations. James holds Series 6, 26 and 63 securities licenses as well as the SIE exam. James is licensed in Connecticut, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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
SC
01/15/1987 - Present
PFS Investments Inc. (N MYRTLE BEACH SC)
BC
Issued 12/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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