Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McCormack is a financial advisor with Truist Advisory Services, Inc. James has over 30 years of experience in the financial services industry. James is a Series 6, 7, 63 and 65 licensed professional. James offers a variety of financial planning services, including portfolio management, financial profiling, and publication of periodicals. James is registered in 32 states and the District of Columbia. James is committed to helping clients achieve their financial goals.
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
VA
09/21/2016 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
01/25/1995 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
03/01/1993 - 01/24/1995
CITIZENS BROKERAGE SERVICES, INC.
NY
08/01/1991 - 03/02/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
02/05/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
PA
08/15/1990 - 12/31/1990
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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