Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Chesney is a financial professional with over 30 years of experience in the industry. James has been associated with Northwestern Mutual Investment Services, LLC since December 1988. James is a Chartered Financial Consultant. James is registered to provide investment advice in Arizona, California, Florida, Hawaii, Indiana, Nevada, Texas, and Utah. James is also registered to provide investment advice and securities trading in California. James has held previous positions with ROBERT W. BAIRD & CO. INCORPORATED and Northwestern Mutual Life Insurance Company.
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.
Investment research; referrals to other advisers
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.
Referral fees
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CA
10/29/2002 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
WI
06/18/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/30/1989 - 12/31/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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