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 Shafer is a financial advisor with Woodmen Financial Services, Inc. registered with the state of Pennsylvania. James obtained his Series 63, Series 6TO and SIE licenses. James has been working in the financial services industry since March 2024. James's branch office is located in Cranberry Township, PA.
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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PA
03/22/2024 - Present
Woodmen Financial Services, Inc. (CRANBERRY TOWNSHIP PA)
BC
Issued 04/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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