James Beckett Email

Managing Director, Financial Advisor, Truist Investment Services, Inc. @ Truist Wealth

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James Beckett's Location

Roanoke, VA, US

James Beckett's Work

Managing Director, Financial Advisor, Truist Investment Services, Inc. @ Truist Wealth
Senior Vice President, Senior Investment Strategist @ Wells Fargo Bank
Vice President @ Lenox Wealth Management

Investment Associate @ New York Fitness
Investment Associate @ Merrill Lynch

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James Beckett's Education

Investment Management Consultants Association
CIMA (Certified Investment Management Analyst)
2004 - 2004
College for Financial Planning
CFP (Certified Financial Planner)
2000 - 2000
Institute for Investment Management Consultants
CIMC (Certified Investment Management Consultant)
1997 - 1997

Miami University
BA (Economics)
1985 - 1989

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James Beckett's Skills

Wealth Management
Asset Allocation
Portfolio Management

Series 63
Investments
Series 7
Alternative Investments
Investment Advisory
Investment Management
Wealth Management Services

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James Beckett's Summary

James Beckett, based in Roanoke, VA, US, is currently a Managing Director, Financial Advisor, Truist Investment Services, Inc. at Truist Wealth, bringing experience from previous roles at Wells Fargo Bank, Lenox Wealth Management, UBS Financial Services and Merrill Lynch. James Beckett holds a 2004 - 2004 CIMA in Certified Investment Management Analyst @ Investment Management Consultants Association. With a robust skill set that includes Wealth Management, Asset Allocation, Portfolio Management, Series 63, Investments and more, James Beckett contributes valuable insights to the industry. James Beckett has 2 emails on RocketReach.

James Beckett Email Address

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