Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Potter is a financial advisor at PFS Investments Inc. based in Mount Holly, New Jersey. James has been in the industry since 2005, providing investment advice to clients. James specializes in providing financial planning and portfolio management services 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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NJ
04/28/2021 - Present
PFS Investments Inc. (MOUNT HOLLY NJ)
NJ
08/02/2018 - 01/13/2021
PFS INVESTMENTS INC. (MOUNT HOLLY NJ)
NJ
04/15/2014 - 08/23/2016
PFS INVESTMENTS INC. (MOUNT HOLLY NJ)
NJ
07/28/2008 - 08/22/2013
PFS INVESTMENTS INC. (MOUNT HOLLY NJ)
GA
04/18/2005 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/27/2001 - 02/04/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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