Unclaimed
James Calvin Hulsey is a financial advisor with over 50 years of experience in the industry. Currently, James is registered with Cetera Investment Advisers LLC, where James provides financial planning, portfolio management for individuals and businesses, and educational seminars. James is also a licensed insurance agent and notary public. James has held previous registrations with Walnut Street Securities, Inc., General American Life Insurance Company and The Prudential Insurance Company of America.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
06/29/2023 - Present
Cetera Investment Advisers LLC (NORTHPORT AL)
AL
07/10/1985 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NORTHPORT AL)
NA
10/10/1973 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
05/14/1970 - 10/10/1973
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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