Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Coulson is a financial professional with over 13 years of experience in the industry. James is currently registered with Foreside Fund Services, LLC and holds multiple licenses, including Series 3, 7, and 66. James has previously worked at PIMCO INVESTMENTS LLC, which is also in the financial services sector. James is currently registered in 14 states and the District of Columbia.
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
04/19/2024 - Present
Foreside Fund Services, LLC (Los Angeles CA)
CA
02/16/2011 - 01/25/2024
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
BOTH
Issued 03/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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