Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gibbs is a financial advisor with over 20 years of experience in the industry. James is registered with Equitable Advisors, LLC. James is currently registered in California, Florida, Illinois, Indiana and Washington. James has previously worked with AIG Retirement Advisors, Inc., BANC ONE SECURITIES CORPORATION, INVEST FINANCIAL CORPORATION, EDWARD JONES and AMERICAN EXPRESS FINANCIAL ADVISORS INC.. James has expertise in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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
IL
08/10/2021 - Present
Equitable Advisors, LLC (SPRINGFIELD IL)
IL
03/23/2004 - 11/28/2008
AIG RETIREMENT ADVISORS, INC. (PEORIA IL)
IL
05/15/2003 - 09/24/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
05/29/2001 - 04/10/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
01/18/2000 - 04/26/2001
EDWARD JONES (ST. LOUIS MO)
MN
01/02/2000 - 04/11/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2000 - 04/11/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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