Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bunn is a financial advisor with over 20 years of experience in the industry. James has held various roles at prominent firms like Citigroup Global Markets Inc., Lane, Berry & Co. International, LLC, Silver Lane Advisors LLC, and Cebile Capital LLC. Currently, James is a registered representative at Raymond James & Associates, Inc., a leading financial services firm with over $1 trillion in client assets. James has a strong track record of providing financial advice to individual investors, corporations, and institutions. James is committed to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/26/2009 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
10/10/2021 - 02/18/2022
CEBILE CAPITAL LLC (NEW YORK NY)
NY
10/24/2019 - 12/20/2019
SILVER LANE ADVISORS LLC (NEW YORK NY)
FL
03/23/2004 - 12/31/2010
LANE, BERRY & CO. INTERNATIONAL, LLC (ST. PETERSBURG FL)
NY
10/12/1998 - 03/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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