Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Garner is a financial advisor with Raymond James Financial Services Advisors, Inc. James has been in the financial services industry for over 27 years and has a wide range of experience in financial planning, investment management, and insurance. James is also a registered representative and investment advisor representative. He is a licensed in Maryland, Texas and many other states. James is committed to providing his clients with personalized financial advice that meets their individual needs. He takes a comprehensive approach to financial planning, working with clients to develop a plan that covers all aspects of their financial lives.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
06/15/2020 - Present
Raymond James Financial Services Advisors, Inc. (HAGERSTOWN MD)
MD
07/08/1995 - 03/21/2016
EDWARD JONES (HAGERSTOWN MD)
BOTH
Issued 09/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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