Unclaimed
James Robert Winningham is a financial professional with over 20 years of experience in the industry. James is currently registered with PFS Investments Inc. in Amarillo, Texas, where James focuses on providing individual clients with personalized portfolio management 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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TX
10/04/2000 - Present
PFS Investments Inc. (AMARILLO TX)
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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