Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Petrusky is a financial advisor currently registered with Truist Advisory Services, Inc., a large firm with approximately 124,201 clients and $61.37 billion in assets under management. James has been in the financial industry since March 2003. James Petrusky is registered in 52 states and the District of Columbia. James is also registered as an investment advisor representative in Florida. James is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a member of the Securities Investor Protection Corporation (SIPC). James offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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
FL
09/08/2016 - Present
Truist Advisory Services, Inc. (LAKE MARY FL)
IL
08/09/2000 - 11/10/2004
ESSEX RADEZ LLC (CHICAGO IL)
BOTH
Issued 7/5/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/2/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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