Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames P. Morris is a registered representative with PFS Investments Inc., a firm with offices in Duluth, GA and Maumee, OH. James has been in the securities industry since September 13, 2011, and is licensed in Michigan and Ohio. James has Series 6 and Series 63 securities licenses and holds the SIE exam credential. James has previously worked for PFS INVESTMENTS INC. in Duluth, GA. James offers a variety of investment-related products, as well as non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.
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
OH
08/27/2018 - Present
PFS Investments Inc. (MAUMEE OH)
GA
04/05/2000 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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