Unclaimed
James Chapman is a financial professional with over 30 years of experience in the industry. James has been registered with PFS Investments Inc. since 2001 and is currently located in their West Palm Beach, Florida office. Prior to joining PFS Investments Inc., James worked for Hackett Associates, Inc. and First American National Securities, Inc.. James holds the Series 6, Series 63, and SIE licenses. James is a highly experienced and knowledgeable financial professional who is dedicated to helping clients achieve their financial goals.
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
FL
09/17/2001 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
GA
09/05/1997 - 03/27/2001
PFS INVESTMENTS INC. (DULUTH GA)
PA
08/30/1993 - 11/22/1995
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
GA
02/09/1983 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 12/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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