Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Schaefer is a financial advisor at PFS Investments Inc., with over 20 years of experience in the financial services industry. James is registered as an Investment Advisor Representative in Ohio. He has passed the Series 6, Series 63, and Series 65 exams, and holds the SIE designation. James has previously worked for PFS Investments Inc. in Duluth, GA and has been registered as an Investment Advisor Representative in Ohio since 2012. James also has a previous registration as a broker-dealer in Ohio. James provides a variety of services to individuals and corporations, including portfolio management, investment advice, and insurance products.
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.
1
2
OH
01/09/2012 - Present
PFS Investments Inc. (BRIMFIELD OH)
GA
04/15/2002 - 11/21/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Schaefer is the right advisor for you? Invested Better is here to help.
