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 Warren has been in the financial services industry since 1982 and is currently registered with Geneos Wealth Management, Inc. James has experience in the financial industry working at various firms including Royal Alliance Associates, Inc., Lincoln Financial Advisors Corporation and Integrated Resources Equity Corporation, where he has been a registered representative and/or investment advisor. James is a Certified Financial Planner and holds Series 7, 6, 51, 24 and 63 licenses. James has a strong background in investment advisory, financial planning, and pension consulting.
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.
1
2
MO
09/01/2009 - Present
Geneos Wealth Management, Inc. (KANSAS CITY MO)
MO
11/19/1989 - 09/01/2009
ROYAL ALLIANCE ASSOCIATES, INC. (KANSAS CITY MO)
IN
10/22/1984 - 06/26/1990
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/22/1984 - 06/26/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/06/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/21/1983 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/05/1982 - 07/08/1983
MONARCH SECURITIES, INC.
NA
02/09/1983 - 04/18/1983
BNL SECURITIES INC.
BC
Issued 07/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/31/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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