Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Turner is a financial advisor with Fidelity Personal And Workplace Advisors. James has been in the financial industry since 2018. James holds a Series 6, 7, and 66 licenses, and is registered to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico. James has previously worked at Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James is also registered to provide investment advisory services in Pennsylvania and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
11/26/2021 - Present
Fidelity Personal AND Workplace Advisors (CHALFONT PA)
PA
03/03/2021 - 09/10/2021
CITIZENS SECURITIES, INC. (Fort Washington PA)
NJ
04/25/2018 - 03/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
10/18/2017 - 03/08/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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