Unclaimed
James B Raymer is a financial advisor with J.p. Morgan Securities LLC. James has been in the financial services industry since 2004, and holds Series 6, 7, 63 and SIE licenses. James has experience working at both New England Securities and Carty & Company, Inc. James currently works at the J.p. Morgan Securities LLC branch located in Hendersonville, TN.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TN
01/10/2024 - Present
J.p. Morgan Securities LLC (Hendersonville TN)
TN
03/27/2012 - 07/12/2012
NEW ENGLAND SECURITIES (MEMPHIS TN)
TN
07/30/2004 - 11/22/2004
CARTY & COMPANY, INC. (MEMPHIS TN)
BC
Issued 01/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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