Unclaimed
James Madry is a financial advisor at PFS Investments Inc. James has been a financial advisor since 1995 and is licensed to provide financial advice in California, Florida and Texas. James specializes in providing financial advice to individuals. James is a Series 6 and Series 63 licensed professional. PFS Investments Inc. is a financial advisory firm with a focus on providing investment management services to individuals, corporations and charitable organizations.
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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CA
01/24/1995 - Present
PFS Investments Inc. (CANYON LAKE CA)
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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