Unclaimed
James Calvin Hulsey is a financial advisor who has been in the industry since 1970. James is currently registered with Cetera Investment Advisers LLC and is licensed in Alabama and Texas. He has previously been registered with Walnut Street Securities, Inc., General American Life Insurance Company, and The Prudential Insurance Company of America. James holds a variety of licenses and certifications, including Series 7, Series 63, Series 24, and Series 51. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
NORTHPORT, AL
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 10/7/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/4/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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