Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Crook is a financial advisor with PFS Investments Inc. James has been in the industry since March 2011 and holds a Series 6, 63, 65 and 26 licenses. James is registered in Arizona, California and Indiana. James specializes in providing investment advice to individuals. PFS Investments Inc. is a full-service financial firm that provides investment management, financial planning, and insurance services. PFS Investments Inc. has offices in Phoenix and Flagstaff, Arizona, and many other locations.
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
08/30/2012 - Present
PFS Investments Inc. (PHOENIX AZ)
IA
Issued 08/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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