Unclaimed
James Daniel Landers is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm that has been serving clients for over 60 years. James is licensed to provide financial and investment advice in 17 states and holds the Series 7, Series 66 and SIE securities licenses. James is committed to providing personalized financial advice to individuals, families, and businesses. James has over 20 years of experience in the financial services industry and has helped countless clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
08/30/2018 - Present
Raymond James Financial Services Advisors, Inc. (Nashville TN)
TN
10/25/2013 - 11/13/2013
FIDELITY BROKERAGE SERVICES LLC (FRANKLIN TN)
MN
01/15/2013 - 09/30/2013
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TN
10/14/2011 - 12/03/2012
MORGAN STANLEY (NASHVILLE TN)
TN
08/31/2007 - 10/24/2011
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
09/03/2002 - 09/10/2007
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
BOTH
Issued 08/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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