Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Henry Skinner is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 8 years of experience in the financial services industry. He has a Series 7TO, Series 6 and Series 66 licenses and is registered in Oregon. James is a licensed financial advisor at Raymond James Financial Services Advisors, Inc. and also holds a position at OnPoint Community Credit Union as an Associate/Employee. James has a strong track record of providing financial advice to individuals, businesses, and retirement plans. He is committed to helping clients achieve their financial goals.
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
OR
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Salem OR)
OR
05/17/2017 - 04/21/2023
KEY INVESTMENT SERVICES LLC (Salem OR)
OR
05/27/2014 - 04/13/2017
J.P. MORGAN SECURITIES LLC (ALBANY OR)
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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