Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fredrick Henyey has been in the financial services industry since January 28, 1991. James is a Registered Representative and Investment Advisor Representative at Vantage Financial Group, Inc. James is a Certified Financial Planner and is registered in 20 states. James holds Series 6, 7, and 63 licenses. James also worked at Walnut Street Securities, Inc. from 1991 to 2013. James specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. James has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
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.
1
2
OH
08/13/1999 - Present
Vantage Financial Group, Inc. (CLEVELAND OH)
OH
01/29/1991 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
BC
Issued 11/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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