Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames C Friendly is a registered representative and investment advisor representative with Eagle Strategies LLC. James has been in the industry since 2001 and has experience with both Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. before joining Eagle Strategies LLC. James has a strong understanding of financial markets and investment strategies, and has a proven track record of providing valuable advice to his clients. James is committed to helping his clients achieve their financial goals and is dedicated to providing them with the highest level of service. James specializes in financial planning, portfolio management, and pension consulting. James is registered in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
02/20/2008 - Present
Eagle Strategies LLC (ADDISON TX)
FL
09/09/2003 - 01/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
08/23/2001 - 08/18/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 1/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/5/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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