Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Monroe is a financial advisor with over 12 years of experience in the industry. James has a strong background in financial planning and retirement planning. He is a registered representative with United Planners' Financial Services of America a Limited Partner, James also holds licenses in several states and is a registered investment advisor with Oregon Pacific Financial Advisors Inc.. James focuses on providing financial guidance to individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
07/11/2024 - Present
United Planners' Financial Services OF America A Limited Partner (MEDFORD OR)
OR
01/06/2012 - 03/18/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (EUGENE OR)
CA
01/26/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CHINO CA)
IA
Issued 08/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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