Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kishbaugh is a financial advisor with Cetera Investment Advisers LLC in Danville, PA. James has been in the financial services industry since 1989. James has a wide range of experience in the industry and has held positions with multiple firms, including Wall Street Financial Group, Inc., Princor Financial Services Corporation, and Aetna Life Insurance and Annuity Company. James is a licensed investment advisor representative in PA and TX. James specializes in retirement planning, investment management, and insurance products. James is dedicated to providing personalized financial advice to help clients 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.
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.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (DANVILLE PA)
PA
05/22/2002 - 09/09/2013
WALL STREET FINANCIAL GROUP, INC. (DANVILLE PA)
IA
12/02/1993 - 05/29/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CT
06/06/1990 - 09/09/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NJ
01/23/1989 - 02/27/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/23/1989 - 02/27/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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