Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stokes has been in the financial industry since August 19, 1987. Stokes is currently employed with Madison Avenue Securities, LLC, a firm with offices in San Diego, CA and Orlando, FL. James Stokes is registered to offer securities in 22 states and is a Certified Financial Planner. Stokes has been working in the financial services industry for over 30 years and has a strong focus on providing financial planning and portfolio management services to individuals, businesses, and institutions. James Stokes is an active member of the financial community, with over 18,000 clients nationwide.
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.
1
2
CA
11/26/2012 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
FL
01/03/2003 - 09/27/2006
NATIONS FINANCIAL GROUP, INC. (ORLANDO FL)
GA
05/24/2001 - 01/02/2003
MEDALLION EQUITIES, INC. (MARIETTA GA)
FL
06/09/1999 - 06/18/2001
THE FIRST AMERICAN INVESTMENT BANKING CORPORATION (TAMPA FL)
MD
03/18/1988 - 07/06/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
08/20/1987 - 04/05/1988
THE PARKINS INVESTMENT SECURITIES CORPORATION
BC
Issued 10/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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