Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiel? Claim Your ProfileKiel James is an investment advisor representative who has been in the industry since 2014. Kiel James is registered with PFS Investments Inc. and is located in Richmond Hill, New York. Kiel James is licensed to provide investment advice in New York. Kiel James offers investment advice to individuals, corporations, and charitable organizations. Kiel James's current firm, PFS Investments Inc., is a registered investment advisor with the Securities and Exchange Commission. PFS Investments Inc. provides investment advisory services to individuals, corporations, and charitable organizations. PFS Investments Inc. is headquartered in Duluth, Georgia.
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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NY
08/03/2021 - Present
PFS Investments Inc. (RICHMOND HILL NY)
BC
Issued 03/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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