Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barnes is a registered representative with Navy Federal Investment Services, LLC. James is a Certified Financial Planner and has been in the industry since March 2013. James has been registered with Navy Federal Investment Services, LLC since February 2013 and has a branch office located in Pensacola, FL. James has a Series 7, Series 66, and Series 11 license. James is registered to provide investment advice in 47 states.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/11/2022 - Present
Navy Federal Investment Services, LLC (PENSACOLA FL)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2013
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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