Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brett Anderson is a registered representative and investment advisor representative with The Huntington Investment Co. in Columbus, Ohio. James has been in the financial services industry since 1999, holding multiple licenses and certifications including Series 4, 7, 24, 51, 63, and 65. James has extensive experience in providing financial advice to individuals, corporations, and charitable organizations. James currently works with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning.
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.
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.
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2
OH
10/01/2021 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
11/13/2009 - 10/30/2020
PNC INVESTMENTS (SHEFFIELD OH)
FL
09/17/2001 - 11/13/2009
NATCITY INVESTMENTS, INC. (WEST PALM BEACH FL)
OH
09/17/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
MO
12/13/1999 - 10/12/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
IA
Issued 09/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 4 - Registered Options Principal Examination
BC
Issued 04/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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