Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the industry. James is a Series 7 and Series 66 licensed advisor and holds registrations in 24 states. James is also a Senior Financial Consultant at Atlantic Union Bank and Atlantic Union Wealth Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Christiansburg VA)
VA
02/17/2021 - 02/02/2023
TRUIST INVESTMENT SERVICES, INC. (BLACKSBURG VA)
VA
01/04/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/10/2008 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (CHRISTIANSBURG VA)
TN
02/02/1999 - 09/25/2007
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 07/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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