Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Petkoson is a financial advisor with over 30 years of experience in the industry. James Anthony Petkoson is currently registered with Calton & Associates, Inc. and has been with the firm since March 2010. James Anthony Petkoson has previously held positions at Gunnallen Financial, Inc, Wachovia Securities Financial Network, Inc., JWGenesis Financial Group, Inc and Chatfield Dean & Co., Inc.. James Anthony Petkoson holds Series 7, 24, 63 and 65 licenses and offers a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/18/2015 - Present
Calton & Associates, Inc. (CLEARWATER FL)
FL
01/02/2003 - 03/30/2010
GUNNALLEN FINANCIAL, INC (CLEARWATER FL)
MO
01/02/2001 - 01/27/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
04/09/1991 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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