Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Ansay is a registered investment advisor representative with pfs investments inc.. James has been in the securities industry for over 20 years and holds Series 6, 63 and 65 licenses. James also holds the SIE exam certification. James's office is located at 330 S EXECUTIVE DR STE 305 in Brookfield, WI. James is also a licensed insurance agent in Nevada and Wisconsin. James provides portfolio management for individuals and businesses.
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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WI
01/06/2024 - Present
PFS Investments Inc. (BROOKFIELD WI)
IA
Issued 01/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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