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 Reitz is a registered investment advisor representative with PFS Investments INC. based in MENTOR, OH. James is licensed to provide investment advisory services in Ohio. James began their career in the securities industry on July 13, 1994. James is a licensed investment adviser representative. James also provides other investment-related products as a part-time or full-time representative for companies affiliated with PFS Investments INC. James may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments INC.) for part-time referrals of home security and automation products, as well as other home related services.
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
05/16/2017 - Present
PFS Investments Inc. (MENTOR OH)
GA
03/26/2004 - 12/31/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
NJ
08/12/1983 - 02/11/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 6/4/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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