Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kirk Velt is a registered representative with Deloitte Corporate Finance LLC. James Velt holds a Series 63, Series 79TO and SIE license. James Velt is registered in the states of California, Illinois, New York, North Carolina and Texas.
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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NC
08/05/2024 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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