Unclaimed
James Ira Lemons is a registered investment advisor representative for PFS Investments Inc. located in Paramus, NJ. James Lemons has been in the financial services industry since June 29, 1990. James Lemons has passed the Series 63 and 65 exams, and has also passed the Series 26, 6, and SIE exams. James Lemons has been with PFS Investments Inc. since 1995. The advisor has previous registration with the State of New Jersey since 1995, as well as registration in Florida and New York. James Lemons provides portfolio management services to 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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NJ
08/16/2011 - Present
PFS Investments Inc. (PARAMUS NJ)
GA
12/06/1989 - 04/24/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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