Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Daniel Grenn is an active investment advisor representative in Mississippi and Tennessee. James has been in the financial services industry since November 5, 2017 and is currently registered with Sagespring Wealth Partners. James is also registered as an investment advisor representative in Tennessee. James is a financial advisor for Sagespring Wealth Partners and is associated with Barnes Wealth Team.
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.
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
12/03/2020 - Present
Sagespring Wealth Partners (Brentwood TN)
BOTH
Issued 05/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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