Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Heyman is a financial advisor registered with Raymond James Financial Services Advisors, Inc. James has been working in the financial services industry since November 2016. James has passed the Series 7 and Series 66 exams. James is registered in 28 states and the District of Columbia. James is also a business owner of Heyman Oyster Company and JKLM Properties. James offers a range of financial services, including financial planning, portfolio management, and educational seminars.
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
VA
04/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Newport News VA)
VA
11/28/2016 - 04/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWPORT NEWS VA)
BOTH
Issued 01/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Heyman is the right advisor for you? Invested Better is here to help.
