Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boyd Williams is a financial advisor with over 38 years of experience in the industry. James Williams is registered with Cambridge Investment Research Advisors, Inc. James Williams has been with Cambridge Investment Research Advisors, Inc. since August 2008. Prior to that, James Williams was a financial advisor with MULTI-FINANCIAL SECURITIES CORPORATION and VESTAX SECURITIES CORPORATION. James Williams holds a Series 63 license. James Williams also holds Series 6, 22, and 62 licenses. James Williams specializes in providing financial planning and retirement planning services to individuals and families. James Williams is also a Certified Financial Planner (CFP).
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
MI
01/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (LIVONIA MI)
MI
01/01/2004 - 09/02/2008
MULTI-FINANCIAL SECURITIES CORPORATION (LIVONIA MI)
OH
07/17/1990 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
07/12/1989 - 07/16/1990
HORIZONS INTERNATIONAL CORPORATION
MA
05/22/1984 - 07/25/1989
SMA EQUITIES, INC. (WORCESTER MA)
NA
02/05/1984 - 04/23/1984
MUTUAL SERVICE CORPORATION
BC
Issued 02/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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