Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Atkinson has over 25 years of experience in the financial services industry. James is a Certified Financial Planner™ professional and is currently registered with Raymond James Financial Services Advisors, Inc. James has a strong understanding of financial planning and investment management, and is committed to providing personalized service to his clients. James works with individuals, families, and businesses to help them 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
OH
08/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (NEW ALBANY OH)
OH
02/05/1997 - 10/24/2011
EDWARD JONES (NEW ALBANY OH)
BOTH
Issued 03/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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