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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clyde Hansberger has been working in the financial services industry since 1970. James is currently registered with Morgan Stanley and holds a variety of securities licenses, including Series 7TO, SIE, PC and Series 1. James has a long history of working in the industry, previously working for CITIGROUP GLOBAL MARKETS INC., THE ROBINSON-HUMPHREY COMPANY, LLC, LEHMAN BROTHERS INC., LOEB PARTNERS, LOEB RHOADES & CO. INC., LOEB, RHOADES & CO. INC., EDWARDS & HANLY, M IRBY & CO, CLARK, DODGE & CO., INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.. James is registered with the state of Georgia as a broker and investment advisor. James is also registered with the state of Texas as a resident investment advisor. James's firm is Morgan Stanley and is located in Atlanta, Georgia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
05/28/2014 - Present
Morgan Stanley (ATLANTA GA)
GA
10/30/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
04/14/1993 - 11/03/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
09/17/1979 - 04/14/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/18/1978 - 09/17/1979
LOEB PARTNERS
NA
01/04/1977 - 01/18/1978
LOEB RHOADES & CO. INC.
NA
10/06/1975 - 01/04/1977
LOEB, RHOADES & CO. INC.
NA
12/24/1974 - 11/10/1975
EDWARDS & HANLY
NA
07/10/1974 - 12/25/1974
M IRBY & CO
NA
07/06/1972 - 07/26/1974
CLARK, DODGE & CO., INCORPORATED
NA
02/24/1970 - 08/27/1972
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 08/23/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1979
PC - AMEX Put and Call Exam
BC
Issued 02/18/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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