Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Turk is a financial advisor with over 20 years of experience in the industry. James holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. James is currently registered with Private Advisor Group, LLC in Morristown, NJ and Louisville, KY. Previously, James was registered with Fifth Third Securities, Inc. and U.S. Bancorp Investments, Inc. James specializes in working with individuals, corporations, and pension and profit-sharing plans. James provides financial planning, portfolio management, and pension consulting services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/17/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
KY
08/04/2008 - 04/04/2016
FIFTH THIRD SECURITIES, INC. (SHELBYVILLE KY)
KY
01/17/2003 - 06/23/2008
U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE KY)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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