Unclaimed
James Judd is a registered representative with PFS Investments Inc. in Killeen, Texas. James has been in the securities industry since January 1, 2013. James is licensed to provide investment advice in Texas. James holds the Series 6, Series 63 and Series 65 securities licenses as well as the SIE. In addition to his investment services, James may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products, as well as other home related services.
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
TX
08/22/2014 - Present
PFS Investments Inc. (KILLEEN TX)
IA
Issued 06/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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