Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Benjamin Palmer is a financial advisor registered with Vanguard Advisers, Inc. James has been in the financial services industry since May 2019. James has Series 7, 63, and 65 licenses. James has experience in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. James is a Certified Financial Planner.
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.
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.
1
2
NC
04/26/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure James Palmer is the right advisor for you? Invested Better is here to help.
