Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Monroe Mason is a financial advisor with over 30 years of experience in the industry. James is registered with PFS Investments Inc. in both Georgia and Tennessee and holds a Series 6 and Series 63 license. James is currently licensed to provide investment advice to individuals and businesses. His areas of expertise include variable contracts and other investment company products. He is committed to providing personalized financial advice to help his clients achieve their financial goals.
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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TN
04/15/1999 - Present
PFS Investments Inc. (MADISON TN)
GA
01/01/1987 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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