Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames August Wesche is an investment advisor representative with Truist Advisory Services, Inc. James has been in the securities industry since 1992. James is registered with the state of Florida. James also holds a Series 7, 63, and 65 securities license as well as the SIE exam. James also holds the Chartered Financial Analyst (CFA) designation. Prior to joining Truist, James was employed by Morgan Stanley for five years. James has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
06/15/2016 - Present
Truist Advisory Services, Inc. (Winter Park FL)
FL
10/19/2011 - 04/08/2016
MORGAN STANLEY (WINTER PARK FL)
FL
09/11/1997 - 02/01/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
06/10/1992 - 05/16/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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