Unclaimed
James Hawes Casler is a financial advisor with over 15 years of experience in the industry. James is currently registered with Lord, Abbett & Co. LLC in New Jersey. James has previously been registered with John Hancock Funds, LLC, John Hancock Distributors LLC, Capital Brokerage Corporation, and Morgan Keegan & Company, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
11/05/2014 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
MA
03/21/2011 - 10/02/2014
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
12/14/2011 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
VA
03/19/2007 - 01/26/2011
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
VA
02/01/2005 - 02/01/2007
MORGAN KEEGAN & COMPANY, INC. (RICHMOND VA)
BOTH
Issued 10/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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