Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brennan is a financial advisor registered with Truist Advisory Services, Inc., based in Tampa, Florida. James has been in the industry since 2008 and holds both Series 7TO and Series 63 licenses. James is a CERTIFIED FINANCIAL PLANNER™ professional and has a focus on providing financial planning and portfolio management services for both businesses and individuals. James also has experience in selection of other advisors and the publication of periodicals.
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.
1
2
FL
11/04/2021 - Present
Truist Advisory Services, Inc. (TAMPA FL)
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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