Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Chesnutt is a financial advisor with Assetmark Brokerage, LLC, a firm based in Phoenix, Arizona. James holds a Series 7 and Series 66 license, and he has been in the industry since 2012. James previously worked at Charles Schwab & Co., Inc.
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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AZ
01/26/2017 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
AZ
01/01/2013 - 03/10/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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