Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Troy Schiermeyer is a financial advisor with Truist Advisory Services, Inc. James Schiermeyer has been in the industry since 1992 and has experience with a variety of investment products and services. James Schiermeyer is licensed in 53 states and is currently registered with Truist Advisory Services, Inc. James Schiermeyer is also a registered Investment Advisor Representative in Texas. James Schiermeyer offers a variety of investment services, including financial planning, portfolio management, and 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.
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2
TX
12/11/2020 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
01/20/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
12/11/1992 - 05/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
IA
Issued 11/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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