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 Wiatrowski is a financial professional who is registered with the Securities and Exchange Commission (SEC) and currently employed by PFS Investments Inc., a firm that provides investment advisory services. James has been in the industry for over 20 years and holds Series 6, 63, and 65 licenses, as well as the SIE exam. In addition to financial services, James also has interests in real estate and tax preparation.
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
NY
05/03/2022 - Present
PFS Investments Inc. (BUFFALO NY)
NY
01/03/2013 - 12/26/2013
PFS INVESTMENTS INC. (BUFFALO NY)
NY
03/04/2011 - 12/31/2012
PFS INVESTMENTS INC. (BUFFALO NY)
NY
01/04/2008 - 12/31/2010
PFS INVESTMENTS INC. (BUFFALO NY)
GA
04/24/2000 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Wiatrowski is the right advisor for you? Invested Better is here to help.
