Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kennett Penson is a financial advisor with over 25 years of experience in the industry. James is registered with the state of Michigan and Florida, and holds the Series 6, Series 63, and SIE licenses. James currently works with PFS Investments Inc., based in Southfield, Michigan. James has been with PFS Investments Inc. since 2005. Previous to that, James worked with PFS Investments Inc. in Duluth, Georgia from 1990-1995.
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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MI
09/08/2005 - Present
PFS Investments Inc. (SOUTHFIELD MI)
GA
11/29/1990 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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