Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Closson is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. James has been in the industry since 1992 and holds licenses for both Broker-Dealer and Investment Advisor. James is registered with the states of Alabama, Arizona, Colorado, Florida, Georgia, Illinois, New York, North Carolina, Oklahoma, Texas and Washington.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AL
01/09/2024 - Present
Raymond James Financial Services Advisors, Inc. (Dothan AL)
WI
08/04/1992 - 01/30/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Closson is the right advisor for you? Invested Better is here to help.
