Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Slonaker has been in the financial services industry since 1979. James is a registered representative with Founders Financial Securities LLC. James is currently registered with the following states: Arizona, Florida, Georgia, Maryland, Nevada, North Carolina, Pennsylvania, Texas, Virginia, and West Virginia. James has a Series 63, Series 7 and a Series 1 licenses. Previous employers include INTERSECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL PENSION INSURANCE COMPANY, and INTEGRATED RESOURCES EQUITY CORPORATION. James has a bachelor's degree from Indiana University. James Slonaker specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. James Slonaker provides investment advisory services to individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and high-net-worth individuals. James Slonaker has over 43 years of experience in the financial services industry.
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.
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
WV
07/06/2022 - Present
Founders Financial Securities LLC (MARTINSBURG WV)
WV
04/28/1999 - 11/21/2006
INTERSECURITIES, INC. (MARTINSBURG WV)
IN
11/13/1979 - 04/28/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/13/1979 - 04/28/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/05/1983 - 03/01/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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