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 Guare is a financial advisor with Cambridge Investment Research, Inc. James has been in the industry since 1983 and has a wide range of experience, including working with Lincoln Investment Planning, Inc., The Lincoln National Life Insurance Company, PEBSCO Securities Corp., Lincoln National Pension Insurance Company, Lincoln Financial Advisors Corporation, and H. C. Copeland and Associates Equities, Inc. James is registered to provide investment advice in 18 states.
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.
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.
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2
AZ
02/08/2008 - Present
Cambridge Investment Research, Inc. (TUCSON AZ)
AZ
04/07/1992 - 02/20/2008
LINCOLN INVESTMENT PLANNING, INC. (TUCSON AZ)
IN
06/02/1992 - 10/26/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
11/17/1988 - 04/14/1992
PEBSCO SECURITIES CORP. (COLUMBUS OH)
NA
12/12/1986 - 04/13/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
12/12/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IN
12/12/1986 - 12/19/1988
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
11/18/1982 - 04/25/1986
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 10/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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