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 with Truist Advisory Services, Inc. based in Charlotte, NC. James has been in the financial services industry since 1999. James holds the following licenses and registrations: Series 6, Series 7, Series 10, Series 24, Series 52, Series 53, Series 63, Series 65, Series 9, Series 99, and SIE. James has experience working with clients of all types, including individuals, families, businesses, and charitable organizations. James is a registered investment advisor in North Carolina. James is committed to providing his clients with personalized financial advice and guidance.
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 2/7/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/9/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/2/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/10/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/8/2010
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/2/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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