Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Collins is an active investment advisor representative. James has been in the industry since 1999 and holds multiple licenses. Currently, James works at Eagle Strategies LLC as a registered representative and investment advisor representative. In the past, James has also worked at Makefield Securities Corporation in Stuart, Florida. James is registered in Tennessee and North Carolina. James specializes in providing financial planning services.
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.
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.
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2
TN
01/02/2024 - Present
Eagle Strategies LLC (KNOXVILLE TN)
FL
05/17/1999 - 11/01/2002
MAKEFIELD SECURITIES CORPORATION (STUART FL)
BOTH
Issued 12/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/8/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 8/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 5/14/1999
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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