Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Morris is a financial advisor with PFS Investments Inc. based in Lansdowne, Pennsylvania. James has been in the industry since 2012. James holds Series 63, 65, 6TO, and SIE licenses and is registered in 19 states. James provides investment advice for both individuals and corporations.
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.
1
2
PA
06/02/2022 - Present
PFS Investments Inc. (LANSDOWNE PA)
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure James Morris is the right advisor for you? Invested Better is here to help.
