Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Coshun is a financial advisor with over 30 years of experience in the industry. James is registered with LaSalle St. Investment Advisors, LLC, and has served clients in various locations throughout the United States. James's expertise includes financial planning, portfolio management for individuals, and pension consulting. James is a Registered Investment Advisor (RIA) and holds several professional designations. James has also been associated with various financial firms during his career, including LINSCO/PRIVATE LEDGER CORP., FINANCIAL NETWORK INVESTMENT CORPORATION, MARKETING ONE SECURITIES, INC., and CUNA BROKERAGE SERVICES, INC.
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.
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
IL
10/13/2017 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
SC
02/05/1998 - 01/10/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
07/08/1994 - 02/09/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OR
07/26/1993 - 07/05/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
01/02/1991 - 08/05/1993
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
06/14/1990 - 12/31/1990
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 01/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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