Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sherwood is a registered investment advisor representative at PFS Investments Inc. with over 25 years of experience in the financial services industry. James is a Series 6, Series 63, and SIE licensed professional, and has a proven track record of providing personalized financial advice and investment management services to individuals and families. James is also registered in California, Oregon and Washington. The main office of PFS Investments Inc. is located in Duluth, Georgia.
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
10/31/1995 - Present
PFS Investments Inc. (CORONA CA)
BC
Issued 04/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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