Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Franklin Reinhardt is a financial advisor with over 20 years of experience in the industry. James is currently registered with Principal Securities, Inc. and has previously been employed by several other firms including Park Avenue Securities LLC, Woodstock Financial Group, Inc., and Securian Financial Services, Inc. James offers various financial services including portfolio management, financial planning and educational seminars. James has worked with a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. James is committed to providing clients with personalized advice and strategies to help them reach 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
GA
08/14/2014 - Present
Principal Securities, Inc. (Woodstock GA)
GA
07/01/2010 - 08/14/2014
PARK AVENUE SECURITIES LLC (JOHNS CREEK GA)
GA
05/22/2008 - 12/09/2009
WOODSTOCK FINANCIAL GROUP, INC. (ROSWELL GA)
GA
11/09/2005 - 01/02/2008
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
MA
10/31/2002 - 10/21/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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