Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Saling is a financial advisor with over 39 years of experience in the industry. James has a strong background in both securities and investment advisory services. James is currently registered with Steward Partners Investment Advisory, LLC and is also registered as an Investment Advisor Representative in both Ohio and Texas. Prior to joining Steward Partners Investment Advisory, LLC, James was registered with Level Four Financial, LLC and Raymond James Financial Services, Inc. James has a strong commitment to serving his clients and is dedicated to providing them with personalized financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
OH
03/18/2024 - Present
Steward Partners Investment Advisory, LLC (COLUMBUS OH)
OH
10/05/2021 - 03/18/2024
LEVEL FOUR FINANCIAL, LLC (COLUMBUS OH)
OH
01/24/1989 - 10/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)
NA
06/15/1984 - 12/31/1988
MUTUAL SERVICE CORPORATION
IA
Issued 04/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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