Unclaimed
James Arnold Girres is a financial advisor with over 40 years of experience in the industry. James is registered with Hornor, Townsend & Kent, LLC. James is also a Registered Representative of the firm. James is a Certified Financial Consultant. James provides a variety of services, including financial planning, portfolio management, and pension consulting. James serves clients in many states and is located in Cedar Falls, IA.
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.
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.
Trail commissions, distribution assistance fees
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2
IA
12/16/2003 - Present
Hornor, Townsend & Kent, LLC (CEDAR FALLS IA)
NA
02/19/1988 - 06/15/1988
CENTURY INVESTORS OF AMERICA, INC.
NA
05/26/1983 - 02/24/1988
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 06/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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