Unclaimed
James Everett Vitou is an investment advisor representative with pfs investments inc. James has been in the financial services industry for over 20 years. James is registered to offer investment advice in Florida, Illinois, Indiana, Kentucky, and Ohio. James has also passed the SIE exam and holds Series 6, 63, 26, and 65 licenses. James focuses on providing individual portfolio management services and has experience working with high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth individuals.
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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IN
08/19/2011 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
IA
Issued 07/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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