Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Lohnes is a financial advisor with Cetera Investment Advisers LLC. James has been in the financial services industry since December 1994 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. James holds licenses in Florida, Texas, and several other states. James Francis Lohnes is committed 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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (BRADENTON FL)
NY
05/09/2012 - 08/03/2022
PLANMEMBER SECURITIES CORPORATION (IRVINGTON NY)
FL
12/17/2010 - 01/12/2012
ING FINANCIAL PARTNERS, INC. (TAMPA FL)
FL
08/20/2008 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (TAMPA FL)
FL
07/20/2007 - 10/12/2007
PRIMEVEST FINANCIAL SERVICES, INC. (BRADENTON FL)
FL
08/17/2006 - 07/20/2007
GREAT AMERICAN ADVISORS, INC. (BRADENTON FL)
FL
04/04/2006 - 08/25/2006
METLIFE SECURITIES INC. (SARASOTA FL)
FL
04/04/2006 - 08/25/2006
METROPOLITAN LIFE INSURANCE COMPANY (SARASOTA FL)
FL
10/04/2005 - 01/12/2006
INVESTMENT CENTERS OF AMERICA, INC. (PALMETTO FL)
NC
08/12/2004 - 06/23/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
01/21/2004 - 08/09/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
09/15/2003 - 12/06/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
TN
02/12/2003 - 05/20/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
PA
06/24/2002 - 11/25/2002
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
WI
05/15/1995 - 06/03/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
SD
01/04/1995 - 05/22/1995
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
MN
08/25/1994 - 01/04/1995
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NY
03/01/1993 - 08/30/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
07/27/1992 - 03/02/1993
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 02/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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