Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Hoysick is an investment advisor representative associated with Cetera Investment Advisers LLC. James has been working in the financial services industry since May 1982. James is currently licensed to provide advisory services in Colorado and Texas. James has a wide range of experience, having worked with various clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans. James is committed to providing personalized financial advice tailored to each client's unique needs and goals. James's previous employer was Foresters Financial Services, Inc. and James has also worked for Foresters Advisory Services. James is also active in the community, serving on the Littleton YMCA Advisory Board.
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.
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.
1
2
CO
07/09/2019 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
05/24/1982 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (DENVER CO)
BOTH
Issued 1/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 9/16/1982
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 1/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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