Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eric Stephens is a financial professional with over a decade of experience in the industry. James currently works at PFS Investments Inc., a firm that has been providing financial advice since 2010. James's primary focus is helping clients manage their investments, and he is highly experienced with managing individual portfolio management. James is also registered to provide financial advice in several states including California, Illinois, Indiana and Texas.
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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IL
01/20/2021 - Present
PFS Investments Inc. (SOUTH HOLLAND IL)
IL
07/16/2019 - 12/31/2020
PFS INVESTMENTS INC. (SOUTH HOLLAND IL)
IL
05/17/2014 - 05/07/2019
PFS INVESTMENTS INC. (SOUTH HOLLAND IL)
IL
11/07/2012 - 05/06/2013
PFS INVESTMENTS INC. (SOUTH HOLLAND IL)
IL
09/15/2010 - 02/11/2011
PFS INVESTMENTS INC. (CHICAGO IL)
BC
Issued 11/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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