Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lee is a financial advisor with PFS Investments Inc. James has been in the industry since April 2018 and is registered with the state of Pennsylvania as a Registered Representative and an Investment Advisor Representative. James holds the Series 6, Series 63, Series 65, and SIE licenses. James specializes in providing portfolio management for individuals. James has a history of working with clients at Primerica Financial Services and other companies. James is currently employed by PFS Investments Inc. and is located in BLUE BELL, PA. James is also affiliated with Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
PA
10/24/2018 - Present
PFS Investments Inc. (BLUE BELL PA)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Lee is the right advisor for you? Invested Better is here to help.
