Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sprecher is a financial advisor with over 30 years of experience in the industry. James is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 24, and 63 licenses. James is currently registered with J.W. Cole Advisors, Inc. and has also previously worked with JONATHAN ROBERTS FINANCIAL GROUP, INC., HORNOR, TOWNSEND & KENT, INC., and AMEV INVESTORS, INC. James specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses.
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.
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 consulting
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
PA
09/09/2003 - Present
J. W. Cole Advisors, Inc. (PALMYRA PA)
FL
04/04/2003 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
PA
11/26/1993 - 12/18/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
11/18/1986 - 08/20/1988
AMEV INVESTORS, INC.
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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