Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fredrick Veloff is an investment professional with over 30 years of experience in the financial services industry. James is registered with PFS Investments Inc. and is currently licensed to provide investment advice in Wisconsin. He is a Series 6, 26, and 63 licensed professional. James holds the Series 6 and 26 licenses, which allow him to sell variable contracts and mutual funds. James specializes in portfolio management for 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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WI
04/22/1992 - Present
PFS Investments Inc. (GREEN BAY WI)
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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