Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Laschinger is a financial advisor with over 20 years of experience in the industry. James is currently registered with Alliant Retirement Consulting and is licensed to provide financial advice in 16 states. James specializes in working with pension and profit-sharing plans. James has been a registered representative of LPL Financial LLC, CETERA Advisor Networks LLC and NFP Securities, Inc. Prior to that, James held positions with MMC Securities Corp. and USI Securities, Inc. James has also worked as an investment advisory representative for Alliant Retirement Services, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset-based fees on pension plans under advisement
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2
GA
10/27/2015 - Present
Alliant Retirement Consulting (ALPHARETTA GA)
GA
07/10/2017 - 02/17/2021
CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)
GA
12/16/2009 - 08/01/2017
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
10/18/2007 - 12/17/2009
NFP SECURITIES, INC. (ALPHARETTA GA)
GA
05/13/2004 - 10/02/2007
MMC SECURITIES CORP. (ATLANTA GA)
CT
08/01/2002 - 04/30/2004
USI SECURITIES, INC. (GLASTONBURY CT)
FL
09/27/2000 - 07/16/2002
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
NJ
03/18/1998 - 06/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/02/1997 - 02/24/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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