Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christian Kaiser is a financial advisor in Bridgeville, Pennsylvania and has been in the industry since March 1995. James is a registered representative of Good Life Advisors, LLC and an Investment Advisor Representative for Good Life Advisors, LLC. James also works with clients through LPL Financial. James is registered in Pennsylvania, Texas, Florida and California. James holds the Series 7, 63, and 65 securities licenses, and the SIE exam. James is experienced in portfolio management for both individuals and businesses, educational seminars, financial planning, and the selection of other advisors.
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.
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.
Planning subscription fee
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2
PA
12/13/2017 - Present
Good Life Advisors, LLC (Bridgeville PA)
PA
01/30/2014 - 12/19/2017
WADDELL & REED (PITTSBURGH PA)
PA
03/26/2010 - 02/04/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MCMURRAY PA)
PA
11/24/2009 - 03/26/2010
SIGNATOR INVESTORS, INC. (MCMURRAY PA)
PA
04/04/2005 - 11/30/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BETHEL PARK PA)
CA
04/18/2001 - 03/28/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
05/10/2000 - 04/25/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/24/1998 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
PA
06/30/1997 - 06/18/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
SC
04/01/1997 - 06/25/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
10/21/1996 - 04/07/1997
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
PA
07/05/1996 - 10/22/1996
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
03/09/1995 - 06/26/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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