Unclaimed
James Ritchhart is a registered representative with PFS Investments Inc. and is located in Hudson, WI. James has been in the industry since 2024. James has a Series 6TO and a SIE license. James has 2 product exams and is currently registered with FINRA and PFS Investments Inc. James specializes in helping individuals with their portfolio management needs.
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
WI
03/01/2024 - Present
PFS Investments Inc. (HUDSON WI)
BC
Issued 03/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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