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 Lee is a financial advisor who has been in the industry since October 29, 1993. James is registered with PFS Investments Inc. James has a Series 6, Series 63, and Series 26 licenses, and is also licensed in Iowa.
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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AZ
11/26/2024 - Present
PFS Investments Inc. (CASA GRANDE AZ)
GA
10/29/1993 - 06/11/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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