Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McClellan is a financial advisor with Truist Advisory Services, Inc. James has been in the financial services industry since 1992 and has a broad range of experience providing financial planning and portfolio management services. James McClellan works with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations and other types of clients. He is registered to provide investment advice in 53 states.
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
06/11/2019 - Present
Truist Advisory Services, Inc. (SARASOTA FL)
FL
04/20/2016 - 04/29/2019
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD RANCH FL)
FL
11/03/2010 - 04/18/2016
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
03/17/2008 - 10/06/2010
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
10/04/2005 - 11/22/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRADENTON FL)
MA
04/20/1990 - 06/22/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/20/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 10/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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