Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tyler Copeland is a financial professional who works as a registered representative and investment advisor at PFS Investments Inc. James has been in the industry for over a year and is registered in North Carolina. PFS Investments Inc. provides financial services to individuals, corporations, and charitable organizations. They are a large firm with over 3500 employees and over 59,000 clients. The firm manages over $8 billion in assets. James specializes in 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.
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UT
04/29/2024 - Present
PFS Investments Inc. (LEHI UT)
NC
08/18/2023 - 03/13/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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