Unclaimed
James Alan Raynor is a financial professional with over 15 years of experience in the financial services industry. James has been registered with the state of Florida as an investment advisor representative since 2018 and as a broker since 2004. He is currently employed with State Farm Investment Management Corp. James is a Series 6 and Series 65 licensed representative, as well as a registered representative with FINRA. He offers financial planning and portfolio management services to individuals and investment companies. James is also the owner and agent of James Raynor's Insurance Agency, providing insurance services to individuals and families.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
09/27/2018 - Present
State Farm Investment Management Corp. (Orange City FL)
IA
Issued 09/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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