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 Kilian is a financial advisor with LPL Financial LLC. James has been in the financial services industry since June 1988. James is registered with FINRA (Financial Industry Regulatory Authority) and holds the following licenses and designations: Series 6, Series 22, Series 62, Series 63, Series 72, Series 52, Series 42, and Series 65. James is also a Certified Financial Planner (CFP). James specializes in providing financial planning, investment management, and insurance services. James is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). In addition to his work with LPL Financial LLC, James is also an agent selling fixed insurance for a non-variable insurance company.
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.
Consulting and other non-discretionary advisory services
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.
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2
CT
01/05/2022 - Present
LPL Financial LLC (WEST HARTFORD CT)
CT
06/21/1988 - 02/17/2021
SECURIAN FINANCIAL SERVICES, INC. (Windsor CT)
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 42 - Registered Options Representative Examination
BC
Issued 10/18/2001
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/20/2001
Series 72 - Government Securities Representative Examination
BC
Issued 08/20/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/05/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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