Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Fitch has been in the financial services industry since October 1995. James is currently registered with Truist Advisory Services, Inc. in North Carolina, Georgia, Florida, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. James has previously been registered with BB&T Securities, LLC, BB&T Investment Services, Inc., Genworth Financial Securities Corporation, Capital Brokerage Corporation, CitiStreet Equities LLC, and PFS Investments Inc. James is licensed to sell securities in North Carolina, and has earned the Series 6, Series 7, Series 63, and Series 66 licenses. James specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. James provides financial services to individuals, high net worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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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NC
02/17/2021 - Present
Truist Advisory Services, Inc. (PINEHURST NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/17/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PINEHURST NC)
OH
01/01/2004 - 12/11/2006
GENWORTH FINANCIAL SECURITIES CORPORATION (CANTON OH)
VA
08/22/2003 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
03/07/2000 - 07/03/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
GA
09/12/1995 - 03/06/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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