Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anderson is a financial advisor with Bankers Life Advisory Services, Inc., who has been in the financial services industry since March 1, 2008. James is licensed in Arizona, Colorado, Florida, Indiana, Kentucky, Ohio, Tennessee, and Virginia. James is a registered representative of Bankers Life Advisory Services, Inc., and offers financial services including financial planning, educational seminars, and investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
08/15/2017 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
FL
06/16/2010 - 05/26/2016
PROEQUITIES, INC. (SARASOTA FL)
FL
02/12/2008 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (SARASOTA FL)
BOTH
Issued 07/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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