James Bessoni (CRD# 4459914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 10 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | The Villages, FL | Dec 2022 - Current | 1 |
| Td Ameritrade | The Villages, FL | May 2021 - Dec 2022 | 1 |
| Cetera Investment Advisers LLC | Ocala, FL | Jun 2017 - Apr 2021 | 3 |
| Regions Bank | Ocala, FL | May 2006 - Apr 2021 | 14 |
| Cetera Investment Services LLC | St.cloud, MN | Jul 2013 - Mar 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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