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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Delaney is a financial advisor based in Houston, Texas. James is registered with Next Financial Group, Inc. and has been in the financial services industry since December 5, 2018. James holds Series 6, 63 and 65 licenses. James has previously worked for Transamerica Financial Advisors, Inc and The O.N. Equity Sales Company. James is a financial advisor who provides financial planning, portfolio management for individuals, and portfolio management for businesses. James can also provide pension consulting and educational seminars. James has a current employment with Next Financial Group, Inc. and is registered with the state of Wisconsin.
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.
Seminar/workshop attendance fees
1
2
TX
01/01/2025 - Present
Next Financial Group, Inc. (HOUSTON TX)
WI
10/20/2021 - 06/21/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (MADISON WI)
WI
02/16/2017 - 12/31/2019
THE O.N. EQUITY SALES COMPANY (MADISON WI)
IA
Issued 08/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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