Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marshall Puckett is a financial advisor at PFS Investments Inc., a firm with 3510 licensed agents. James is registered with the Securities and Exchange Commission (SEC) and holds licenses in both New Jersey and New York. James has been in the industry since 1998 and has experience in both investment advisory and brokerage services. James specializes in providing investment advice to individuals.
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
NJ
01/22/2013 - Present
PFS Investments Inc. (TOTOWA NJ)
GA
03/27/2006 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
02/26/1999 - 11/29/2005
PFS INVESTMENTS INC. (DULUTH GA)
NA
05/08/1986 - 05/01/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 12/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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