Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Yonn is a financial professional with PFS Investments Inc. located in Lake City, FL. James Yonn has been working in the financial services industry since April of 2016 and holds licenses for both investment advisory and brokerage services in Florida. James Yonn specializes in investment company products and variable contracts. James Yonn works with individual investors, charitable organizations, corporations and other 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
FL
07/16/2020 - Present
PFS Investments Inc. (LAKE CITY FL)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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