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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 Hutsler is a financial advisor with Stifel Independent Advisors, LLC and has been in the financial services industry since 2001. James has a wide range of experience and holds several licenses, including Series 6, 7, 24, 50, 52, 53 and 63. James's previous experience includes working at Sterne Agee Financial Services, Inc. and Sterne, Agee & Leach, Inc. James has been registered with Stifel Independent Advisors, LLC since 2007. James is a registered representative with both Stifel Independent Advisors, LLC and Stifel, Nicolaus & Company, Inc. James works with individuals, corporations and other businesses, trusts, and charitable organizations. James specializes in financial planning, portfolio management for individuals, pension consulting, selection of other advisors, and portfolio management for businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/17/2007 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
AL
03/23/2016 - 06/30/2016
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
03/23/2016 - 06/30/2016
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2024
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/10/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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