Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Loren Arey iii is an Investment Advisor Representative with PFS Investments Inc. James has been in the securities industry since April 17, 2006 and is registered with the state of Maryland. James's previous employment includes PFS INVESTMENTS INC. in Duluth, Georgia. James has Series 6, Series 63 and Series 65 licenses. James currently holds Series 6, Series 63, and Series 65 licenses. James is a registered representative of PFS Investments Inc. and an Investment Advisor Representative of PFS Investments 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.
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2
MD
10/22/2013 - Present
PFS Investments Inc. (SYKESVILLE MD)
GA
03/21/2006 - 04/09/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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