Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Judson McCurdy is a registered representative of PFS Investments Inc. James has been in the financial services industry since 2014. James has a Series 6, Series 63, Series 26, and Series 6TO licenses. James's current firm branch office is located in Monticello, Florida.
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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2
FL
01/12/2024 - Present
PFS Investments Inc. (MONTICELLO FL)
ID
10/27/2022 - 12/31/2023
PFS INVESTMENTS INC. (COEUR D'ALENE ID)
TN
01/22/2016 - 06/01/2020
PFS INVESTMENTS INC. (CHATTANOOGA TN)
TN
01/16/2014 - 12/31/2015
PFS INVESTMENTS INC. (CHATTANOOGA TN)
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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