Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Potter is a financial advisor with over 20 years of experience in the industry. James is registered with FINRA and the states of North Carolina and South Carolina. James is currently employed by Allstate Financial Services, LLC, and has been since July 3, 2001. James has a Series 6, Series 63, and SIE license and has held licenses since September 25, 2000, August 17, 2000, and October 1, 2018, respectively.
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.
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.
1
2
SC
07/03/2001 - Present
Allstate Financial Services, LLC (FLORENCE SC)
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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