James Colitsas (CRD# 4113918) is an Investment Advisor Representative working at Pfg - Financial Planning & Management in Plainsboro, NJ and has over 22 years of experience in the finance industry.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2981501
Wells Fargo Clearing Services, LLC
CRD# 2315733
Eisneramper Wealth Management & Corporate Benefits, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Financial Solutions, Inc. | Princeton, NJ | Jan 2012 - Current | 10 |
| Princeton Financial Group, LLC | Princeton, NJ | Jan 2012 - Current | 10 |
| Thomas Colitsas & Associates, P.a. | Princeton, NJ | Oct 1999 - Jun 2018 | 18 |
| Coastal Equities, Inc. | Wilmington, DE | Apr 2013 - Apr 2015 | 2 |
| Colitsas Financial Services, Pc | Prinseton, NJ | Oct 2010 - Dec 2012 | 2 |
| Raymond James Financial Services Advisors, Inc. | Princeton, NJ | Jan 2009 - Dec 2012 | 3 |
| Raymond James Financial Services, Inc. | Princeton, NJ | Dec 2005 - Dec 2012 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- NJ
- PA
-
Total Assets Under Management146MILLIONS
-
Total Number of Accounts653ACCOUNTS
-
Average Account Value$224,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, NY, PA, TX
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