Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Riley is a financial professional with over 6 years of experience in the financial services industry. James is a registered representative with State Farm Investment Management Corp. and has passed the Series 63, Series 6TO, and SIE exams. He is currently registered to offer securities in Oregon and Washington. James is also a Chartered Financial Consultant. James has a background in insurance and has worked for State Farm since February 2020. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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WA
11/08/2023 - Present
State Farm Investment Management Corp. (Vancouver WA)
BC
Issued 12/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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