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 Pacheco is an active investment advisor representative registered with LPL Financial LLC. James Edward Pacheco is also a registered investment advisor in New Jersey and Texas. James Edward Pacheco has been in the securities industry since 1991. James Edward Pacheco has previously worked at WELLS FARGO CLEARING SERVICES, LLC, COMMERCE CAPITAL MARKETS, INC., AXA ADVISORS, LLC, and LUTHERAN BROTHERHOOD SECURITIES CORP.. James Edward Pacheco holds the Series 6, Series 7, Series 10 and Series 66 securities licenses.
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.
Consulting and other non-discretionary advisory services
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
NJ
05/14/2020 - Present
LPL Financial LLC (MARLTON NJ)
NJ
03/31/2008 - 05/21/2020
WELLS FARGO CLEARING SERVICES, LLC (MOUNT LAUREL NJ)
NJ
11/06/2003 - 04/02/2008
COMMERCE CAPITAL MARKETS, INC. (CHERRY HILL NJ)
NY
07/31/2001 - 11/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
MN
03/11/1991 - 07/20/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 10/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Pacheco is the right advisor for you? Invested Better is here to help.
