Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Abraham Satterfield is an investment advisor representative with Stonex Advisors Inc. James has been in the financial services industry since June 2, 1996. James holds Series 7, 63, 65 and 66 securities licenses. Stonex Advisors Inc. provides financial consulting services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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.
Financial consulting services
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.
A percentage of the total value of assets under management is charged.
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2
TN
09/19/2023 - Present
Stonex Advisors Inc. (CHATTANOOGA TN)
TN
09/23/2016 - 09/05/2023
CETERA INVESTMENT SERVICES LLC (CHATTANOOGA TN)
TN
05/07/2007 - 09/13/2016
TRUSTFIRST (KNOXVILLE TN)
TN
03/27/2007 - 05/18/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
06/20/2005 - 12/07/2005
KJM SECURITIES, INC. (BRONXVILLE NY)
NJ
08/14/2000 - 05/10/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
12/19/1990 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 08/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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