Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wilmarth is a financial professional with a proven track record in the industry, starting their career in 1997. James is currently registered with PFS Investments Inc. in Jackson, California. James is a Series 6, Series 6TO, and Series 63 licensed professional and holds the SIE designation. James has extensive experience in the financial services industry and specializes in providing comprehensive financial guidance and investment management solutions to clients.
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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CA
03/18/2024 - Present
PFS Investments Inc. (JACKSON CA)
MA
07/12/1999 - 01/10/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
11/09/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
03/03/1997 - 09/19/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 04/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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