Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Booze has been in the financial services industry since 1999. He is currently registered with Planmember Securities Corp. in Fresno, CA. James has a background in providing investment supervisory services, financial planning, pension consulting, and educational seminars to individuals and businesses. He has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is a Series 6 and Series 63 licensed representative.
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.
Provides investment supervisory services
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.
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2
CA
06/02/2022 - Present
Planmember Securities Corp. (Fresno CA)
CA
01/15/2010 - 06/09/2022
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
07/09/1998 - 02/27/2009
ONEAMERICA SECURITIES, INC. (FRESNO CA)
IN
07/09/1998 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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