Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harrison Purtle is a financial advisor with Feltl & Co. James has been in the industry since 1991. He is registered with the state of Florida and Minnesota and holds Series 63, Series 7 and SIE licenses. Previously, James was a financial advisor at RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED, and PIPER JAFFRAY INC. James has been working for Feltl & Co. since 2005.
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.
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2
MN
04/15/2005 - Present
Feltl & Co. (Plymouth MN)
NY
03/02/1998 - 04/25/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
02/03/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
10/08/1991 - 01/26/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 10/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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