Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bunke is an investment advisor representative with Cambridge Investment Research Advisors, Inc., which is based in Fairfield, Iowa. James has been in the industry since 1988 and specializes in providing financial planning, portfolio management, and investment advice. James is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). James is also an independent insurance agent and is registered with the state of Ohio to offer investment advisory services. James is a highly experienced and knowledgeable financial advisor who is committed to helping 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
06/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Oregon OH)
OH
03/01/2005 - 06/04/2021
CETERA ADVISORS LLC (TOLEDO OH)
MA
03/17/1993 - 03/07/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
12/21/1987 - 02/26/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 01/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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