Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harmon is a Registered Investment Advisor representative of Cbiz Investment Advisory Services, LLC. Harmon is registered with the state of Ohio. He is associated with Cbiz Investment Advisory Services, LLC since July 2020. James Harmon has been in the securities industry since July 1989. Harmon previously worked at National Planning Corporation, Mutual Service Corporation, Allmerica Investments, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Cigna Securities, Inc.. Harmon holds the Series 6 and Series 7 licenses. Harmon has specializations in retirement planning, education planning, estate planning, insurance, and financial planning.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
07/09/2020 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
CA
06/12/2000 - 08/26/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
11/05/1998 - 06/13/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
10/10/1992 - 05/19/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MN
07/18/1989 - 11/08/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/1989 - 11/08/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
12/20/1988 - 08/01/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 11/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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