Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Steven Berlage is a financial advisor with PFS Investments Inc. based in HUDSONVILLE, MI. James began his career in the financial services industry on August 21, 2016. James is licensed to sell securities in Michigan. He has passed the Series 6, Series 63, and SIE exams. James Steven Berlage is a registered representative of PFS Investments Inc. and is also a Registered Investment Advisor.
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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MI
08/22/2016 - Present
PFS Investments Inc. (HUDSONVILLE MI)
BC
Issued 09/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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