linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James George

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James George

James George is a financial professional with over 20 years of experience in the financial services industry. James is currently registered with PFS Investments Inc. and has held previous roles with firms such as J.P. Morgan Securities LLC, Chase Investment Services Corp., Citigroup Global Markets Inc., and Citicorp Investment Services. James holds licenses in New York and specializes in Investment Company Products/Variable Contracts.

Firm Information

James George is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James George’s Registration & Firm History

NY

08/03/2021 - Present

PFS Investments Inc. (REGO PARK NY)

NY

10/01/2012 - 12/31/2013

J.P. MORGAN SECURITIES LLC (FLORAL PARK NY)

NY

07/03/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FLORAL PARK NY)

NY

05/29/2007 - 06/21/2007

CITIGROUP GLOBAL MARKETS INC. (SO. OZONE PARK NY)

NY

03/28/2002 - 05/29/2007

CITICORP INVESTMENT SERVICES (SO. OZONE PARK NY)

GA

08/07/1998 - 04/05/2000

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if James George is right for you?

Licenses & Designations

BC

Issued 07/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James George.
Not sure if James George is right for you?