Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Buckman is a financial advisor who has been in the industry since 2008. James is currently registered with Geneos Wealth Management, Inc. in North Carolina and is also registered as an investment advisor representative. James is registered to provide securities and investment advisory services in six states including Georgia, Maryland, New York, North Carolina, and Virginia. James has a Series 6, Series 63, and Series 65 license, and holds the SIE exam certification. James is dedicated to providing financial advice to individuals, corporations, and charitable organizations.
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.
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
02/04/2016 - Present
Geneos Wealth Management, Inc. (GREENVILLE NC)
IA
Issued 02/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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