Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Graham james is a registered representative with PFS Investments Inc. Naomi has been in the industry since 2017 and holds both Series 6 and SIE licenses. Naomi is currently licensed in Florida and is located in VALLEY STREAM, NY. PFS Investments Inc. is a financial firm that offers investment and financial planning services to individual investors and businesses. The firm has a total of 8,461,983,895 in regulatory assets under management.
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
NY
03/28/2024 - Present
PFS Investments Inc. (VALLEY STREAM NY)
FL
09/28/2017 - 12/31/2022
PFS INVESTMENTS INC. (TAMARAC FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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