Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aaron Christopher is a financial advisor with Avantax Advisory Services, with over 5 years of experience in the industry. James is registered as a Registered Representative and Investment Advisor Representative in Illinois and Iowa. James has Series 7, Series 66 and SIE licenses. James' areas of expertise include retirement planning, insurance, and tax preparation. James is also a licensed insurance agent and holds an equity indexed annuity agent license. James serves individuals, families, and small businesses, as well as providing tax preparation services. James is committed to providing clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
08/28/2018 - Present
Avantax Advisory Services (Galesburg IL)
BOTH
Issued 07/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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