Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames E. Morgan is a financial advisor with PFS Investments Inc., a company that offers financial planning and portfolio management services. James has over 30 years of experience in the financial services industry. He is registered with the state of Ohio and holds a Series 6, Series 26, and Series 63 license. James provides investment advice to 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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2
OH
11/18/2011 - Present
PFS Investments Inc. (MAUMEE OH)
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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