Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McCann is an active advisor representative with Cambridge Investment Research Advisors, Inc. based in Maynard, Massachusetts. James has over 46 years of experience in the financial industry, beginning in 1976. James's career includes experience with several firms, including Mutual Service Corporation, UVEST Financial Services Group, Inc., FSC Securities Corporation, John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. James has a strong background in financial planning, pension consulting, and portfolio management for both businesses and individuals. James holds the Series 63, Series 65, Series 1, Series 7, Series 6, Series 22, and SIE licenses.
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.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (MAYNARD MA)
MA
08/19/2005 - 06/18/2009
MUTUAL SERVICE CORPORATION (MAYNARD MA)
NC
06/08/2000 - 07/21/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
GA
10/21/1996 - 06/20/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
12/29/1982 - 10/28/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
12/29/1982 - 10/28/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
12/14/1976 - 12/27/1982
NEL EQUITY SERVICES CORPORATION
MA
03/23/1976 - 05/30/1976
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/23/1976 - 05/30/1976
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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