Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Pendleton is a financial advisor with Pacific Select Distributors, LLC. James is licensed to sell securities through the Series 7TO and SIE exams. James was previously registered with MORGAN STANLEY in Long Beach, CA.
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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CA
08/28/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
03/04/2024 - 04/11/2024
MORGAN STANLEY (Long Beach CA)
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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