Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alan Issel is a financial advisor with over 38 years of experience in the financial services industry. James has been a registered representative with Cetera Investment Advisers LLC since June 2023 and has held previous positions with firms such as Mack Investment Securities, Inc., Waterstone Financial Group, Inc., Terra Securities Corporation, Dreher & Associates, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc. James has a strong background in financial planning, portfolio management, and investment advisory services. He is also a Chartered Financial Consultant (ChFC). James is committed to providing his 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.
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.
1
2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (CRYSTAL LAKE IL)
IL
01/02/2004 - 12/16/2011
MACK INVESTMENT SECURITIES, INC. (WAYNE IL)
MA
04/21/1999 - 12/31/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
09/23/1997 - 04/29/1999
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IL
05/10/1988 - 09/22/1997
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
03/18/1985 - 05/11/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/18/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 2/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 5/1/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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