Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allen Cheney has been a registered representative since 1973, providing financial and investment advice to individuals and families. He is a veteran in the industry and currently affiliated with M Holdings Securities, Inc. James Cheney holds a variety of licenses and certifications, including Series 7TO, Series 6TO, SIE and Series 63, demonstrating his commitment to delivering a comprehensive and professional experience. He has a strong understanding of investment markets and specializes in building personalized strategies for clients.
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
TN
03/08/2004 - Present
M Holdings Securities, Inc. (CHATTANOOGA TN)
MA
01/12/1996 - 04/03/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
05/25/1995 - 01/18/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
10/20/1980 - 06/23/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/03/1973 - 06/23/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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