Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Leonard Williams has been a registered representative since 2002 and has experience in the financial services industry since 2002. James is a Series 6 and Series 63 licensed individual who is currently registered with PFS Investments Inc.. James' areas of specialization include investment company products and variable contracts. James has worked at PFS Investments Inc. in several locations including Duluth, GA and Dallas, TX.
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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TX
01/02/2008 - Present
PFS Investments Inc. (DALLAS TX)
GA
05/29/2002 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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