Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Medeiros is a registered investment advisor representative with PFS Investments Inc. James has been in the securities industry since July 8, 2002, and has held several licenses and certifications over the years. Currently, James is registered with the states of Massachusetts and Rhode Island, and holds both Series 63 and Series 65 licenses. James also holds Series 6 and SIE licenses. James is an active representative of PFS Investments Inc, and specializes in providing financial planning services and portfolio management for individuals.
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
RI
10/05/2012 - Present
PFS Investments Inc. (JOHNSTON RI)
IA
Issued 08/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Medeiros is the right advisor for you? Invested Better is here to help.
