Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schenck is a financial advisor associated with Truist Advisory Services, Inc. James has been in the securities industry since December 1999. James has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. James is registered with the state of North Carolina as an investment advisor representative. James is also registered with FINRA and is a registered principal.
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (Charlotte NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/10/2000 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
ME
12/07/1999 - 07/21/2000
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
IA
Issued 02/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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