Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joyce is a financial advisor with over 25 years of experience. James currently works for Mariner Wealth, a firm with a strong focus on providing comprehensive financial planning services. James has a wide range of experience working with individuals, families, businesses and institutions. James holds the Series 7 and 63 securities licenses and the Series 65 investment advisor license. He is a Chartered Financial Consultant.
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.
Family office services
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
KS
11/21/2022 - Present
Mariner Wealth (OVERLAND PARK KS)
PA
09/17/2021 - 09/01/2022
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
CA
04/19/2018 - 09/27/2019
SECURITIES AMERICA, INC. (DIXON CA)
CA
10/10/2017 - 03/19/2018
MML INVESTORS SERVICES, LLC (SACRAMENTO CA)
OH
03/28/2005 - 09/18/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
04/01/2004 - 03/28/2005
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
NJ
02/18/2000 - 06/24/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
08/04/1994 - 12/07/1999
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
08/13/1993 - 06/06/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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