Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tillery is a Financial Advisor with PFS Investments Inc. in Greenville, South Carolina. James has been in the financial services industry since March 4, 2020 and is licensed to provide investment advice in six states: South Carolina, North Carolina, Georgia, Ohio, Connecticut and Wisconsin. James holds the Series 6, 63, 26, and SIE licenses.
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
SC
03/05/2020 - Present
PFS Investments Inc. (GREENVILLE SC)
BC
Issued 06/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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