Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Buddy? Claim Your ProfileBuddy Fulton is a financial advisor who has been in the industry since 2007. Buddy is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous registrations with PRINCOR FINANCIAL SERVICES CORPORATION and PRUCO SECURITIES CORPORATION. Buddy is licensed to conduct business in a number of states and has expertise in providing financial planning, portfolio management, and investment advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
09/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (ALTOONA PA)
IA
03/28/1994 - 08/14/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
07/24/1987 - 10/29/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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