Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Whittemore is a registered representative with Transamerica Retirement Advisors, LLC, based in Brooksville, FL. James has over 10 years of experience in the financial services industry. James has a Series 7, Series 63 and Series 66 license. James has been registered with the state of Florida since September 2013, as well as registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. James previously worked with TRANSAMERICA FINANCIAL ADVISORS, INC in Spring Hill, FL. James provides financial services through Transamerica Retirement Advisors, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
FL
07/20/2017 - Present
Transamerica Retirement Advisors, LLC (Brooksville FL)
FL
08/10/2012 - 08/22/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (SPRING HILL FL)
BOTH
Issued 06/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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