Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hegland is a registered representative with Park Avenue Securities LLC and has been in the financial industry since 1991. James is licensed in 30 states and 20 jurisdictions as an Investment Advisor Representative. James has a strong track record of providing financial advice to individuals, families, and businesses. James holds the Series 6, 7, 63, and 65 licenses, and the SIE exam. James specializes in retirement planning, college savings, and estate planning. James has a proven track record of success and is committed to providing his clients with the highest level of service.
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.
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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MN
01/20/2017 - Present
Park Avenue Securities LLC (ROCHESTER MN)
NY
02/22/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MN
09/20/1991 - 12/11/1995
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 12/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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