Unclaimed
James David Hoysick is a registered representative with Cetera Investment Advisers LLC. James David Hoysick has been in the securities industry since May 1982. James David Hoysick has a total of 26 state registrations. James David Hoysick holds several licenses including Series 6, 7, 24, 26, 51, and 66. James David Hoysick's current employer is Cetera Investment Advisers LLC. James David Hoysick previously worked for Foresters Financial Services, Inc.
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 01/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/16/1982
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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