Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rohan? Claim Your ProfileRohan George James is a registered investment advisor representative with PFS Investments Inc. based in MAHWAH, NJ. Rohan has been in the financial services industry since May 21, 1998. Rohan has a Series 6, 26, 63 and 65 licenses. In addition to being a registered representative, Rohan is also a licensed insurance agent. PFS Investments Inc. is a financial services firm with a focus on providing investment advice to individuals and corporations. Rohan provides financial services to individuals, corporations, and charitable organizations.
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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NJ
06/25/2024 - Present
PFS Investments Inc. (MAHWAH NJ)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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