Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Davis is a financial advisor in Lakewood, Colorado. James has been a financial advisor since 1995. He is registered with PFS Investments Inc. and has been with the firm since August 1995. James holds multiple licenses and certifications including the Series 63, Series 65, Series 6, and Series 26. He is also licensed in Colorado, Arizona, Florida, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Pennsylvania, Texas, Utah, and Wyoming. James specializes in providing financial advice to individuals and businesses.
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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2
CO
01/31/2019 - Present
PFS Investments Inc. (LAKEWOOD CO)
IA
Issued 02/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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