Unclaimed
Jimmy Ward has been a registered representative for over 17 years. Jimmy is a registered investment advisor representative in Mississippi and Texas and holds his Series 6, Series 63, Series 26, and Series 65 licenses. Jimmy currently works with PFS Investments Inc. Jimmy's previous experience includes working with PFS INVESTMENTS INC. in Duluth, GA.
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
MS
04/14/2021 - Present
PFS Investments Inc. (PICAYUNE MS)
GA
09/14/2006 - 12/20/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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