Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Steven Epervary is a registered investment advisor representative with PNC Investments in Williamsburg, VA. James has been in the securities industry since 1988. James has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. James provides a variety of financial planning and investment management services. James is a graduate of the University of Virginia and holds the Series 7, 9, 10, 24, 63, and 65 licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/24/2022 - Present
PNC Investments (CHERRY HILL NJ)
VA
10/08/2008 - 01/11/2021
TD AMERITRADE, INC. (GLEN ALLEN VA)
OH
06/08/2006 - 07/29/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DUBLIN OH)
TX
06/05/1992 - 02/09/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
12/24/1991 - 05/08/1992
EAB SECURITIES, INC.
NA
10/16/1990 - 12/03/1991
DOLLAR DRY DOCK INVESTMENT SERVICES, INC.
CA
02/12/1988 - 10/24/1990
MURPHEY FAVRE, INC. (IRVINE CA)
NA
08/15/1986 - 02/02/1988
FIRST EMPIRE SECURITIES, INC.
NA
10/22/1985 - 07/22/1986
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
IA
Issued 08/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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